INSTITUTIONAL LP ASSOCIATION
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Cite this
Plain text INSTITUTIONAL LP ASSOCIATION. furp.org, nonprofit organization profile, tax years 2015–2024. https://furp.org/org/institutional-lp-association-753028947. Retrieved 2026-11-05.
APA furp.org. (n.d.). INSTITUTIONAL LP ASSOCIATION [Nonprofit organization profile; tax years 2015–2024]. Retrieved November 5, 2026, from https://furp.org/org/institutional-lp-association-753028947
MLA “INSTITUTIONAL LP ASSOCIATION.” furp.org, tax years 2015–2024, https://furp.org/org/institutional-lp-association-753028947. Accessed 5 Nov. 2026.
Retrieved 2026-11-05; covers tax years 2015–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $13.9M · expenses $13.5M · assets $20.0M
- Also known as
- ASSOCIATION
- EIN
- 75-3028947
- Address
- 1776 I ST NW STE 525, WASHINGTON, DC 20006-3784
- Website
- WWW.ILPA.ORG
- NTEE code
- Y03
- Exempt type
- 501(c)(6): business league or chamber of commerce (corporation)
- Ruling date
- September 2003 (when the IRS recognized its exemption)
- IRS status
- Exemption revoked May 15, 2021 for not filing a return three years in a row (automatic revocation; posted March 14, 2022) IRS data ↗
- Tax-deductible donations
- No
- Cross-check
- ProPublica Nonprofit Explorer
Mission
THE LEADING GLOBAL, MEMBER-DRIVEN ORGANIZATION DEDICATED TO ADVANCING THE INTERESTS OF PRIVATE EQUITY LIMITED PARTNERS THROUGH INDUSTRY-LEADING EDUCATION PROGRAMS, INDEPENDENT RESEARCH, BEST PRACTICES, NETWORKING OPPORTUNITIES AND GLOBAL COLLABORATIONS.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
24 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Jennifer Carnithan | CEO | 2015-2024 | $583,145 | $1,742,125 | 1 |
| Gregory Durst | SR. MANAGING DIRECTOR, GLOBAL GROWTH | 2020-2024 | $388,230 | $945,771 | 1 |
| Neal Prunier | MANAGING DIRECTOR, INDUSTRY AFFAIRS | 2024 | $337,141 | $337,141 | 1 |
| Eugenie Cesar-Fabian | GENERAL COUNSEL & COO | 2024 | $314,453 | $314,453 | 1 |
| Matthew Schey - Md External | AFFAIRS AND SUSTAINABLE INVESTING | 2024 | $286,931 | $286,931 | 1 |
| Nicholas Jenson | SR. DIRECTOR, STRATEGIC INITIATIVES | 2024 | $254,186 | $254,186 | 1 |
| Erika Lehmar | SENIOR DIRECTOR, DIVERSITY IN ACTION | 2024 | $234,571 | $234,571 | 1 |
| Megan Goodman | SR. DIRECTOR, STRATEGIC COMM. | 2024 | $200,276 | $200,276 | 1 |
| Pamela Jenkins - Sr Director | MEMBER ENGAGEMENT AND PROGRAMS | 2024 | $182,412 | $182,412 | 1 |
| Jennifer Choi (former) | CEO | 2019-2023 | $580,372 | $1,823,257 | 1 |
| Peter Freire (former) | CEO | 2015-2017 | $703,077 | $1,483,115 | 1 |
| Matthew Kelly (former) | Managing Dir Education | 2017-2021 | $407,040 | $1,360,632 | 1 |
| Steven Nelson (former) | CEO | 2020-2021 | $586,940 | $1,172,220 | 1 |
| Emily Mendell (former) | Managing Dir Events Membership Communication | 2017-2020 | $177,444 | $829,884 | 1 |
| Steve Nelson (former) | CEO | 2019 | $554,640 | $554,640 | 1 |
| Kathy Jeramaz Larson (former) | Executive Director | 2015 | $483,543 | $483,543 | 1 |
| Steven Nelson 06 23 2022 (former) | CEO | 2022 | $421,925 | $421,925 | 1 |
| Matthew DeMatteis (former) | Director Research | 2015-2017 | $145,000 | $417,000 | 1 |
| Matthew Kelly 06 23 2022 (former) | Managing Dir Education | 2022 | $392,693 | $392,693 | 1 |
| Shawna Kaufman (former) | Managing Director Membership | 2017 | $298,000 | $298,000 | 1 |
| Greg Durst (former) | MD Corporate Development | 2019 | $267,040 | $267,040 | 1 |
| Nancy Hizaka-Vilardo (former) | Director Education | 2015 | $108,244 | $108,244 | 1 |
| Eva Kovarik (former) | Manager Finance and Operations | 2015 | $108,244 | $108,244 | 1 |
| Nathaniel Austin (former) | Associate Industry Affairs | 2016 | $62,000 | $62,000 | 1 |
Officers and directors, no compensation reported
53 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Teia Merring | CHAIR | 2020-2024 | 1 | $0 reported | 1 |
| Scott Romsower | VICE CHAIR | 2022-2024 | 1 | $0 reported | 1 |
| Rune Jepsen | SECRETARY | 2021-2024 | 1 | $0 reported | 1 |
| Adrian Ohmer | BOARD DIRECTOR UNTIL 06/24,TREASURER | 2022-2024 | 1 | $0 reported | 1 |
| Greg Jania | BOARD DIRECTOR | 2023-2024 | 0 | $0 reported | 1 |
| Sarah Farrell | BOARD DIRECTOR | 2022-2024 | 0 | $0 reported | 1 |
| Christian Dunn | BOARD DIRECTOR AS OF 06/24 | 2024 | 0 | $0 reported | 1 |
| Aaron Delay | BOARD DIRECTOR | 2024 | 0 | $0 reported | 1 |
| Han Hu | BOARD DIRECTOR | 2023-2024 | 0 | $0 reported | 1 |
| Freddie Allen | BOARD DIRECTOR AS OF 06/24 | 2024 | 0 | $0 reported | 1 |
| Helena Threfall | BOARD DIRECTOR | 2023-2024 | 0 | $0 reported | 1 |
| Giovanni Davide Orsi | BOARD DIRECTOR | 2023-2024 | 0 | $0 reported | 1 |
| Jenny Newmarch | BOARD DIRECTOR AS OF 06/24 | 2024 | 0 | $0 reported | 1 |
| Swee Hong Yap | BOARD DIRECTOR | 2022-2024 | 0 | $0 reported | 1 |
| Chris Eckerman | BOARD DIRECTOR AS OF 06/24 | 2024 | 0 | $0 reported | 1 |
| Michael Aswad | TREASURER UNTIL 06/24 | 2020-2024 | 1 | $0 reported | 1 |
| George Long | BOARD DIRECTOR UNTIL 06/24 | 2020-2024 | 0 | $0 reported | 1 |
| Margrot Wirth | BOARD DIRECTOR UNTIL 06/24 | 2022-2024 | 0 | $0 reported | 1 |
| Aaron Daley (former) | Board Director | 2023 | 0 | $0 reported | 1 |
| Alison Nankivell (former) | Chair Person | 2020-2022 | 1 | $0 reported | 1 |
| Joe Topley (former) | Secretary | 2020-2022 | 1 | $0 reported | 1 |
| Greg Ruiz (former) | Board Director | 2021-2022 | 0 | $0 reported | 1 |
| John Hershey (former) | Board Director | 2019-2022 | 0 | $0 reported | 1 |
| Alicia Gregory (former) | Board Director | 2021-2022 | 0 | $0 reported | 1 |
| Anne Fossemalle (former) | Board Director | 2019-2021 | 0 | $0 reported | 1 |
| Brian Gimotty (former) | Board Director | 2020-2021 | 0 | $0 reported | 1 |
| Kevin McDowell (former) | Board Director | 2019-2021 | 0 | $0 reported | 1 |
| Scott Ramsower (former) | Board Director | 2021 | 0 | $0 reported | 1 |
| Margot Wirth (former) | Board Director | 2020-2021 | 0 | $0 reported | 1 |
| Paul Mace (former) | Board Director | 2016-2020 | 0 | $0 reported | 1 |
| Dennis Montz (former) | Board Director | 2016-2020 | 0 | $0 reported | 1 |
| Stephen Moseley (former) | Board Director | 2016-2020 | 1 | $0 reported | 1 |
| Scott Penwell (former) | Board Director | 2019-2020 | 1 | $0 reported | 1 |
| Neil Randall (former) | Chairperson | 2015-2020 | 1 | $0 reported | 1 |
| Sonal Doshi (former) | Secretary | 2020 | 1 | $0 reported | 1 |
| Tanya Carmichael (former) | ChairPerson | 2015-2019 | 1 | $0 reported | 1 |
| Stephen Whatmore (former) | Vice Chair | 2015-2019 | 1 | $0 reported | 1 |
| Serra Erdogmus (former) | Secretary | 2015-2019 | 1 | $0 reported | 1 |
| Rob Ross (former) | Treasurer | 2015-2019 | 1 | $0 reported | 1 |
| Maurice Gordon (former) | Board Director | 2015-2019 | 0 | $0 reported | 1 |
| Jennifer Magna (former) | Board Director | 2019 | 0 | $0 reported | 1 |
| Fabrizio Natale (former) | Board Director | 2015-2019 | 0 | $0 reported | 1 |
| Anders Stromblad (former) | Board Director | 2015-2019 | 0 | $0 reported | 1 |
| Robert Ross (former) | Treasurer | 2016-2017 | 1 | $0 reported | 1 |
| Scott Jacobsen (former) | Board Director | 2015-2017 | 0 | $0 reported | 1 |
| Jennifer Magana (former) | Board Director | 2015-2017 | 0 | $0 reported | 1 |
| Scott Penvell (former) | Board Director | 2017 | 0 | $0 reported | 1 |
| Kimberly Woods (former) | Board Director | 2016-2017 | 1 | $0 reported | 1 |
| Maggie Redford (former) | Board Director | 2017 | 0 | $0 reported | 1 |
| William Chu (former) | Board Director | 2015-2016 | 0 | $0 reported | 1 |
| Maggie Radford (former) | Board Director | 2015-2016 | 0 | $0 reported | 1 |
| Nicolas Drapeau (former) | Secretary | 2015 | 1 | $0 reported | 1 |
| Jennifer Kerr (former) | Treasurer | 2015 | 0 | $0 reported | 1 |
People by year
2024 · 27 people listed · 9 paid, $2.8M · 19 employees · 15 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JENNIFER CARNITHAN | CEO | 40 | $535,006 | $0 | $48,139 | $583,145 | 1 |
| GREGORY DURST | SR. MANAGING DIRECTOR, GLOBAL GROWTH | 20 | $378,158 | $0 | $10,072 | $388,230 | 1 |
| NEAL PRUNIER | MANAGING DIRECTOR, INDUSTRY AFFAIRS | 40 | $310,255 | $0 | $26,886 | $337,141 | 1 |
| EUGENIE CESAR-FABIAN | GENERAL COUNSEL & COO | 40 | $273,993 | $0 | $40,460 | $314,453 | 1 |
| MATTHEW SCHEY - MD EXTERNAL | AFFAIRS AND SUSTAINABLE INVESTING | 40 | $268,616 | $0 | $18,315 | $286,931 | 1 |
| NICHOLAS JENSON | SR. DIRECTOR, STRATEGIC INITIATIVES | 40 | $236,504 | $0 | $17,682 | $254,186 | 1 |
| ERIKA LEHMAR | SENIOR DIRECTOR, DIVERSITY IN ACTION | 40 | $198,433 | $0 | $36,138 | $234,571 | 1 |
| MEGAN GOODMAN | SR. DIRECTOR, STRATEGIC COMM. | 40 | $170,627 | $0 | $29,649 | $200,276 | 1 |
| PAMELA JENKINS - SR DIRECTOR | MEMBER ENGAGEMENT AND PROGRAMS | 40 | $176,439 | $0 | $5,973 | $182,412 | 1 |
| TEIA MERRING | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| SCOTT ROMSOWER | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| RUNE JEPSEN | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| ADRIAN OHMER | BOARD DIRECTOR UNTIL 06/24,TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| GREG JANIA | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| SARAH FARRELL | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| CHRISTIAN DUNN | BOARD DIRECTOR AS OF 06/24 | 0 | $0 | $0 | $0 | $0 | 1 |
| AARON DELAY | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| HAN HU | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| FREDDIE ALLEN | BOARD DIRECTOR AS OF 06/24 | 0 | $0 | $0 | $0 | $0 | 1 |
| HELENA THREFALL | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| GIOVANNI DAVIDE ORSI | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| JENNY NEWMARCH | BOARD DIRECTOR AS OF 06/24 | 0 | $0 | $0 | $0 | $0 | 1 |
| SWEE HONG YAP | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| CHRIS ECKERMAN | BOARD DIRECTOR AS OF 06/24 | 0 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL ASWAD | TREASURER UNTIL 06/24 | 1 | $0 | $0 | $0 | $0 | 1 |
| GEORGE LONG | BOARD DIRECTOR UNTIL 06/24 | 0 | $0 | $0 | $0 | $0 | 1 |
| MARGROT WIRTH | BOARD DIRECTOR UNTIL 06/24 | 0 | $0 | $0 | $0 | $0 | 1 |
2023 · 15 people listed · 1 paid, $580K · 16 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Jennifer Choi | CEO | 40 | $535,006 | $0 | $45,366 | $580,372 | 1 |
| Teia Merring | Chair | 1 | $0 | $0 | $0 | $0 | 1 |
| Scott Romsower | Vice Chair | 1 | $0 | $0 | $0 | $0 | 1 |
| Michael Aswad | Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
| Rune Jepsen | Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| Sarah Farrell | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| George Long | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Aaron Daley | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Swee Hong Yap | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Adrian Ohmer | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Han Hu | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Helena Threfall | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Greg Jania | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Giovanni Davide Orsi | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Margrot Wirth | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
2022 · 17 people listed · 3 paid, $1.3M · 21 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Jennifer Choi | CEO | 40 | $449,206 | $0 | $42,662 | $491,868 | 1 |
| Steven Nelson 06 23 2022 | CEO | 40 | $404,899 | $0 | $17,026 | $421,925 | 1 |
| Matthew Kelly 06 23 2022 | Managing Dir Education | 40 | $382,500 | $0 | $10,193 | $392,693 | 1 |
| Alison Nankivell | Chair Person | 1 | $0 | $0 | $0 | $0 | 1 |
| Teia Merring | Vice Chair | 1 | $0 | $0 | $0 | $0 | 1 |
| Michael Aswad | Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
| Joe Topley | Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| Swee Hong Yap | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Adrian Ohmer | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Rune Jepsen | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Scott Romsower | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Greg Ruiz | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| John Hershey | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Margrot Wirth | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Sarah Farrell | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| George Long | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Alicia Gregory | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
2021 · 18 people listed · 4 paid, $1.7M · 18 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Steven Nelson | CEO | 40 | $561,500 | $0 | $25,440 | $586,940 | 1 |
| Jennifer Choi | Managing Dir Industry Affairs | 40 | $395,100 | $0 | $25,044 | $420,144 | 1 |
| Matthew Kelly | Managing Dir Education | 40 | $382,500 | $0 | $24,540 | $407,040 | 1 |
| Gregory Durst | Managing Dir Corporate Development | 40 | $219,675 | $0 | $20,426 | $240,101 | 1 |
| Alison Nankivell | Chairperson | 1 | $0 | $0 | $0 | $0 | 1 |
| John Hershey | Vice Chair | 1 | $0 | $0 | $0 | $0 | 1 |
| Joe Topley | Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| Michael Aswad | Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
| Anne Fossemalle | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Brian Gimotty | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Alicia Gregory | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Rune Jepsen | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| George Long | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Teia Merring | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Kevin McDowell | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Scott Ramsower | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Greg Ruiz | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Margot Wirth | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
2020 · 21 people listed · 5 paid, $1.8M · 14 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Steven Nelson | CEO | 40 | $559,840 | $0 | $25,440 | $585,280 | 1 |
| Matthew Kelly | Managing Dir Education | 40 | $314,940 | $0 | $22,440 | $337,380 | 1 |
| Jennifer Carnithan | Managing Dir Industry Affairs | 40 | $314,540 | $0 | $22,440 | $336,980 | 1 |
| Gregory Durst | Managing Dir | 40 | $295,000 | $0 | $22,440 | $317,440 | 1 |
| Emily Mendell | Managing Dir Events Membership Communication | 40 | $160,313 | $0 | $17,131 | $177,444 | 1 |
| Neil Randall | Chairperson | 1 | $0 | $0 | $0 | $0 | 1 |
| John Hershey | Vice Chair | 1 | $0 | $0 | $0 | $0 | 1 |
| Sonal Doshi | Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| Alison Nankivell | Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
| Michael Aswad | Board Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Anne Fossemalle | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Brian Gimotty | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| George Long | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Paul Mace | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Teia Merring | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Kevin McDowell | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Dennis Montz | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Stephen Moseley | Board Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Scott Penwell | Board Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Joe Topley | Board Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Margot Wirth | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
2019 · 21 people listed · 5 paid, $1.9M · 16 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Steve Nelson | CEO | 40 | $529,200 | $0 | $25,440 | $554,640 | 1 |
| Emily Mendell | MD Membership Events MarkComm | 40 | $350,000 | $0 | $22,440 | $372,440 | 1 |
| Matthew Kelly | MD Education | 40 | $310,972 | $0 | $22,240 | $333,212 | 1 |
| Jennifer Choi | MD Industry Affairs | 40 | $308,433 | $0 | $22,440 | $330,873 | 1 |
| Greg Durst | MD Corporate Development | 40 | $245,000 | $0 | $22,040 | $267,040 | 1 |
| Tanya Carmichael | ChairPerson | 1 | $0 | $0 | $0 | $0 | 1 |
| Stephen Whatmore | Vice Chair | 1 | $0 | $0 | $0 | $0 | 1 |
| Serra Erdogmus | Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| Rob Ross | Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
| Anne Fossemalle | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Maurice Gordon | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| John Hershey | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Paul Mace | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Kevin McDowell | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Jennifer Magna | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Dennis Montz | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Stephen Moseley | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Fabrizio Natale | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Scott Penwell | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Neil Randall | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Anders Stromblad | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
2017 · 22 people listed · 6 paid, $2.0M · 12 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Peter Freire | CEO | 40 | $703,077 | $0 | $0 | $703,077 | 1 |
| Shawna Kaufman | Managing Director Membership | 40 | $200,000 | $0 | $98,000 | $298,000 | 1 |
| Jennifer Carnithan | Managing Dir Industry Affairs | 40 | $200,000 | $0 | $92,000 | $292,000 | 1 |
| Matthew Kelly | Managing Director Education | 40 | $200,000 | $0 | $83,000 | $283,000 | 1 |
| Emily Mendell | Managing Director Communication | 40 | $200,000 | $0 | $80,000 | $280,000 | 1 |
| Matthew DeMatteis | Director Research | 40 | $125,000 | $0 | $20,000 | $145,000 | 1 |
| Tanya Carmichael | Chairperson | 1 | $0 | $0 | $0 | $0 | 1 |
| Stephen Whatmore | Vice Chair | 1 | $0 | $0 | $0 | $0 | 1 |
| Serra Erdogmus | Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| Robert Ross | Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
| Maurice Gordon | Board Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Scott Jacobsen | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Jennifer Magana | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Paul Mace | Board Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Dennis Montz | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Stephen Moseley | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Fabrizio Natale | Board Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Scott Penvell | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Neil Randall | Board Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Anders Stromblad | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Kimberly Woods | Board Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Maggie Redford | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
2016 · 20 people listed · 4 paid, $994K · 5 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Peter Freire | CEO | 40 | $350,000 | $0 | $157,500 | $507,500 | 1 |
| Jennifer Carnithan | Managing Dir Industry Affairs | 40 | $200,000 | $0 | $90,000 | $290,000 | 1 |
| Matthew DeMatteis | Director Research | 40 | $120,000 | $0 | $15,000 | $135,000 | 1 |
| Nathaniel Austin | Associate Industry Affairs | 40 | $62,000 | $0 | $0 | $62,000 | 1 |
| Tanya Carmichael | Chairperson | 1 | $0 | $0 | $0 | $0 | 1 |
| Stephen Whatmore | Vice Chair | 1 | $0 | $0 | $0 | $0 | 1 |
| Serra Erdogmus | Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| Robert Ross | Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
| William Chu | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Maurice Gordon | Board Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Scott Jacobsen | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Jennifer Magana | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Paul Mace | Board Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Dennis Montz | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Stephen Moseley | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Fabrizio Natale | Board Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Maggie Radford | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Neil Randall | Board Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Anders Stromblad | Board Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Kimberly Woods | Board Director | 1 | $0 | $0 | $0 | $0 | 1 |
2015 · 20 people listed · 6 paid, $1.3M · 4 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Kathy Jeramaz Larson | Executive Director | 40 | $483,543 | $0 | $0 | $483,543 | 1 |
| Peter Freire | CEO | 40 | $272,538 | $0 | $0 | $272,538 | 1 |
| Jennifer Carnithan | Managing Director Industry Affairs | 40 | $240,000 | $0 | $0 | $240,000 | 1 |
| Matthew DeMatteis | Director Research | 40 | $137,000 | $0 | $0 | $137,000 | 1 |
| Nancy Hizaka-Vilardo | Director Education | 40 | $108,244 | $0 | $0 | $108,244 | 1 |
| Eva Kovarik | Manager Finance and Operations | 40 | $108,244 | $0 | $0 | $108,244 | 1 |
| Tanya Carmichael | Chairperson | 1 | $0 | $0 | $0 | $0 | 1 |
| Stephen Whatmore | Vice Chair | 1 | $0 | $0 | $0 | $0 | 1 |
| Nicolas Drapeau | Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| Jennifer Kerr | Treasurer | 0 | $0 | $0 | $0 | $0 | 1 |
| Maurice Gordon | Board of Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Scott Jacobsen | Board of Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Neil Randall | Board of Director | 1 | $0 | $0 | $0 | $0 | 1 |
| William Chu | Board of Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Serra Erdogmus | Board of Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Jennifer Magana | Board of Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Fabrizio Natale | Board of Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Maggie Radford | Board of Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Rob Ross | Board of Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Anders Stromblad | Board of Director | 0 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 5 contractors · $1.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| CROSSCOUNTRY CONSULTING | MCLEAN, VA | CONSULTING SERVICES | $392,810 |
| DLA PIPER LLP | AUSTIN, TX | SPEAKER | $284,260 |
| MJ MAZZOLA LLC | TAMPA, FL | CONSULTING SERVICES | $241,287 |
| START CULTURE SHIFT | VIENNA, VA | CONSULTING SERVICES | $138,933 |
| SC&H GROUP INC | SPARKS GLENCOE, MD | CONSULTING SERVICES | $120,000 |
2023 · 5 contractors · $759K
| Name | Location | Service | Paid |
|---|---|---|---|
| DLA Piper LLP | Austin, TX | Speaker | $260,323 |
| Tatum by randstand | Dallas, TX | Consultant in Lieu of staff | $140,517 |
| SC&H Group Inc | Sparks Glencoe, MD | Consulting Services | $122,410 |
| MJ Mazzola LLC | Tampa, FL | Consulting Services | $121,419 |
| Carol Shen Consulting LLC | Vienna, VA | Consulting Services | $114,668 |
2022 · 5 contractors · $1.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| Intercontinental New York Barclay | New York, NY | Venue | $766,172 |
| Kotter International Inc | Seattle, WA | Consulting/Project Management | $399,281 |
| The Waldorf Hilton | London | Venue | $267,723 |
| The University of Chicago Booth School of Business | Chicago, IL | Venue | $216,532 |
| Swissotel Chicago | Chicago, IL | Venue | $213,711 |
2021 · 4 contractors · $496K
| Name | Location | Service | Paid |
|---|---|---|---|
| Thorn Run Partners Inc | Washington, DC | Consulting/Project Management | $135,000 |
| Kotter International Inc | Seattle, WA | Consulting/Project Management | $130,000 |
| DLA Piper LLP | Austin, TX | Consulting/Project Management | $120,000 |
| The Stark Group Inc | Saint Michael, MN | Event Consulting/Project Management | $110,738 |
2020 · 1 contractor · $110K
| Name | Location | Service | Paid |
|---|---|---|---|
| The Stark Group Inc | Saint Michael, MN | Event Consulting/Project Management | $110,360 |
2019 · 5 contractors · $1.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| Sheraton New York Times Square Hote | New York, NY | Venue for the Event | $569,102 |
| The University of Chicago | Chicago, IL | Education Course Presentation | $317,688 |
| MJ Mazzola LLC | Morristown, NJ | Consulting Services-Education programs | $210,285 |
| Intercontinental New York Barclay | New York, NY | Venue for the Event | $153,912 |
| Sternhell Group | Washington, DC | Consulting Services-Advocacy | $131,500 |
2017 · 5 contractors · $1.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| The University of Chicago | Chicago, IL | Educational Courses presentation | $428,394 |
| MJ Mazzola LLC | Morristown, NJ | Consulting Services - interim CEO | $200,000 |
| Arlington Partners International | Toronto, Ontario | Recruitment services | $163,811 |
| Rich Feuer Anderson | Washington, DC | Consulting services - Lobbying services | $145,048 |
| The University of Chicago UK | London, London | Education courses presentation | $142,356 |
2016 · 4 contractors · $608K
| Name | Location | Service | Paid |
|---|---|---|---|
| The University of Chicago | Chicago, IL | Educational Courses presentation | $190,851 |
| Kreab & Gavin Assoc | Bruxelles, BELGIUM | European Advocacy Services | $177,142 |
| The University of Chicago UK | London, London | Education courses presentation | $128,652 |
| Susan Stella | Brookline, MA | Consulting services - communication and marketing | $111,375 |
2015 · 5 contractors · $894K
| Name | Location | Service | Paid |
|---|---|---|---|
| Holland and Knight LLP | Orlando, FL | Consulting and lobbying | $200,483 |
| Chicago Booth School of Business | Chicago, IL | Educational courses | $200,121 |
| Russell Raynolds Associates | New York, NY | Recruiting services | $191,260 |
| Kreab and Gavin Anderson Worldwide | London, UK | Consulting services | $189,710 |
| The University of Chicago (UK) | London, UK | Educational Courses | $112,837 |
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $13,919,257 | $13,501,789 | $19,959,044 | $15,679,071 | $0 | $12,981,196 | $1,596,671 | 19 | 15 |
| 2023 · Form 990 | ||||||||
| $11,603,927 | $10,842,275 | $19,592,293 | $15,261,603 | $0 | $10,851,555 | $580,372 | 16 | 14 |
| 2022 · Form 990 | ||||||||
| $9,811,649 | $10,543,179 | $17,382,528 | $14,502,478 | $0 | $9,575,956 | $1,306,487 | 21 | 0 |
| 2021 · Form 990 | ||||||||
| $7,520,933 | $7,531,036 | $16,756,929 | $15,234,008 | $0 | $7,451,545 | $1,654,225 | 18 | 0 |
| 2020 · Form 990 | ||||||||
| $6,742,552 | $6,620,961 | $16,782,314 | $15,244,111 | $0 | $6,542,804 | $1,614,232 | 14 | 0 |
| 2019 · Form 990 | ||||||||
| $8,888,999 | $8,446,777 | $17,774,097 | $15,122,520 | $0 | $8,502,889 | $1,657,105 | 16 | 0 |
| 2017 · Form 990 | ||||||||
| $7,343,554 | $7,623,909 | $15,471,796 | $14,141,312 | $0 | $7,131,372 | $1,606,411 | 12 | 0 |
| 2016 · Form 990 | ||||||||
| $6,011,755 | $5,232,131 | $16,016,310 | $14,421,667 | $0 | $5,963,021 | $918,976 | 5 | 0 |
| 2016 · Form 990 | ||||||||
| $6,011,755 | $5,232,131 | $16,016,310 | $14,421,667 | $0 | $5,963,021 | $918,976 | 5 | 0 |
| 2015 · Form 990 | ||||||||
| $5,267,583 | $4,920,011 | $14,331,291 | $13,642,043 | $0 | $5,240,042 | $747,326 | 4 | 14 |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| DIRECTEMPLOYERS ASSOCIATION INC | IN | Y03 | $18,810,427 | $17,163,070 | Executive Director-Exit 8/2024 | $758,896 | Same NTEE code Y03, revenue within 2x |
| MEETINGS ASSESSMENT PARTNERSHIP | CA | Y03 | $8,656,582 | $7,171,198 | PRESIDENT/CEO | $488,098 | Same NTEE code Y03, revenue within 2x |
| LEAGUE OF SOUTHEASTERN CREDIT UNIONS | FL | Y03 | $7,434,584 | $7,266,898 | CEO (UNTIL 4/24) | $4,138,105 | Same NTEE code Y03, revenue within 2x |
| WOMENS WHITE COLLAR DEFENSE ASSOCIATION | DC | Y03 | $1,480,817 | $1,128,101 | President | $0 | Same NTEE code Y03, revenue within 10x, same state |
| ELECTRONIC PAYMENTS COALITION INC | DC | Y03 | $72,764,438 | $82,956,885 | EXECUTIVE CHAIRMAN | $2,176,140 | Same NTEE code Y03, revenue within 10x, same state |
| NATIONAL EQUIPMENT FINANCE ASSOCIATION INC | MI | Y03 | $1,576,888 | $1,675,264 | CEO | $222,227 | Same NTEE code Y03, revenue within 10x |
| SOUTHERN JEWELRY TRAVELERS ASSOCIATION INC | GA | Y03 | $2,263,236 | $2,119,309 | EXECUTIVE DI | $0 | Same NTEE code Y03, revenue within 10x |
| AMERICAN SECURITIES ASSOCIATION | TX | Y03 | $2,525,918 | $2,896,488 | CEO | $992,290 | Same NTEE code Y03, revenue within 10x |
| PRIVATE DIRECTORS ASSOCIATION NFP | IL | Y03 | $2,459,205 | $2,169,888 | PRESIDENT & CEO | $217,339 | Same NTEE code Y03, revenue within 10x |
| ASSOCIATION OF SHIP BROKERS & AGENTS USA INC | NJ | Y03 | $1,819,089 | $1,036,120 | EXECUTIVE DIRECTOR | $184,337 | Same NTEE code Y03, revenue within 10x |
| SPARK INSTITUTE INC | CT | Y03 | $2,247,165 | $2,200,729 | EXECUTIVE DI | $539,984 | Same NTEE code Y03, revenue within 10x |
| FOUR RIVERS ASSOCIATION OF REALTORS INC | TX | Y03 | $1,539,299 | $1,507,139 | ASSOCIATION EXECUTIVE | $84,768 | Same NTEE code Y03, revenue within 10x |
| FIREMENS RELIEF ASSOCIATION OF STATE COLLEGE | PA | Y03 | $1,635,884 | $447,854 | PRESIDENT | $0 | Same NTEE code Y03, revenue within 10x |
| CEG OF THE CAPITAL REGION INC | NY | Y03 | $1,632,816 | $1,162,689 | PRESIDENT & CEO | $522,666 | Same NTEE code Y03, revenue within 10x |
| UTILITY BROADBAND ALLIANCE INC | NC | Y03 | $1,569,856 | $1,303,841 | EXECUTIVE DIRECTOR | $288,000 | Same NTEE code Y03, revenue within 10x |
| NATIONAL AGRICULTURAL GENOTYPING CENTER INC | MO | Y03 | $2,321,514 | $1,982,663 | PRESIDENT & CEO | $260,500 | Same NTEE code Y03, revenue within 10x |
| RAILS FOUNDATION | DE | Y03 | $2,012,509 | $1,518,572 | Executive Dir. | $165,588 | Same NTEE code Y03, revenue within 10x |
| THE NATIONAL ASSOCIATION OF ASSISTANT UNITED STATES ATTORNEYS | DC | Y03 | $105,914 | $123,276 | EXECUTIVE DI | $42,000 | Same NTEE code Y03, revenue differs more than 10x, same state |
| COALITION FOR REGULATED HFCS INC | DC | Y03 | $1,075,270 | $950,588 | EXECUTIVE DIRECTOR | $0 | Same NTEE code Y03, revenue differs more than 10x, same state |
| COUNCIL OF STATE RESTAURANT ASSOCIA TIONS INC | DC | Y03 | $525,181 | $408,667 | EXECUTIVE VICE PRESIDENT | $97,988 | Same NTEE code Y03, revenue differs more than 10x, same state |
| HIGHER EDUCATION CONSORTIUM FOR STUDENT AFFAIRS CERTIFICATION | DC | Y03 | $55,433 | $374,669 | EX-OFFICIO EXECUTIVE DIREC | $181,107 | Same NTEE code Y03, revenue differs more than 10x, same state |
| STATE LAW RESOURCES INC | DC | Y03 | $312,896 | $285,995 | Chair & Pres | $0 | Same NTEE code Y03, revenue differs more than 10x, same state |
| AMERICAN COUNCIL FOR ELECTION TECHNOLOGY | DC | Y03 | $231,500 | $217,321 | PRESIDENT | $0 | Same NTEE code Y03, revenue differs more than 10x, same state |
| WOMENS TRANSPORTATION SEMINAR | DC | Y03 | $87,769 | $114,728 | PRESIDENT | $0 | Same NTEE code Y03, revenue differs more than 10x, same state |
| REAL ESTATE CYBER CONSORTIUM | DC | Y03 | $118,500 | $78,929 | EXECUTIVE DIRECTOR | $33,691 | Same NTEE code Y03, revenue differs more than 10x, same state |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
| Grantor | Type | Total given | Grants | Organizations funded | Years | Which ones |
|---|---|---|---|---|---|---|
| TEXAS BUILDERS FOUNDATION | DAF sponsor | $308,516 | 1 | 1 | 2023–2023 | BUILDING INDUSTRY ASSOCIATION OF THE HIGHLAND LAKES |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | DAF sponsor | $100,000 | 1 | 1 | 2018–2018 | ASSOCIATION OF LEADERS IN VOLUNTEER ENGAGEMENT |
| CAROLINAS CREDIT UNION FOUNDATION INC | DAF sponsor | $10,000 | 1 | 1 | 2022–2022 | LEAGUE OF SOUTHEASTERN CREDIT UNIONS |
| AMERICAN ONLINE GIVING FOUNDATION INC | DAF sponsor | $5,150 | 1 | 1 | 2025–2025 | NATIONAL INFANTRY ASSOCIATION |
| APPAJI-JAYA SAMPAT CHARITABLE TRUST INC | Private foundation | $3,000 | 1 | 1 | 2018–2018 | CALIFORNIA ASSOCIATION OF AYURVEDIC MEDICINE |
| AMAZONSMILE FOUNDATION | Private foundation | $58 | 2 | 1 | 2022–2023 | UST NURSES ASSOCIATION INTERNATIONAL |
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $13,501,789 spent · pay $6,657,243 · grants $0 · events $2,243,112
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $3,706,478 | - | - | - | 27.5% | |
| Conferences, conventions and meetings | $2,243,112 | - | - | - | 16.6% | |
| Fees: other services | $1,808,705 | - | - | - | 13.4% | |
| Pay: officers, directors, trustees, key employees | $1,596,671 | - | - | - | 11.8% | |
| Travel | $920,761 | - | - | - | 6.8% | |
| Payroll taxes | $553,532 | - | - | - | 4.1% | |
| Office expenses | $553,061 | - | - | - | 4.1% | |
| Occupancy | $499,670 | - | - | - | 3.7% | |
| Information technology | $493,315 | - | - | - | 3.7% | |
| Pension plan contributions | $430,160 | - | - | - | 3.2% | |
| Other employee benefits | $370,402 | - | - | - | 2.7% | |
| Depreciation and depletion | $195,286 | - | - | - | 1.4% | |
| Fees: accounting | $64,926 | - | - | - | 0.5% | |
| Advertising and promotion | $46,415 | - | - | - | 0.3% | |
| Fees: legal | $12,214 | - | - | - | 0.1% | |
| Other (as described) | TAXES | $7,081 | - | - | - | 0.1% |
| Total | $13,501,789 | 100% |
2023 · Form 990 · $10,842,275 spent · pay $4,884,533 · grants $0 · events $2,085,824
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $3,323,447 | $0 | $0 | $0 | 30.7% | |
| Conferences, conventions and meetings | $2,085,824 | $0 | $0 | $0 | 19.2% | |
| Fees: other services | $1,427,923 | $0 | $0 | $0 | 13.2% | |
| Travel | $822,790 | $0 | $0 | $0 | 7.6% | |
| Pay: officers, directors, trustees, key employees | $580,372 | $0 | $0 | $0 | 5.4% | |
| Office expenses | $467,451 | $0 | $0 | $0 | 4.3% | |
| Occupancy | $458,689 | $0 | $0 | $0 | 4.2% | |
| Information technology | $454,907 | $0 | $0 | $0 | 4.2% | |
| Pension plan contributions | $375,428 | $0 | $0 | $0 | 3.5% | |
| Other employee benefits | $317,262 | $0 | $0 | $0 | 2.9% | |
| Payroll taxes | $288,024 | $0 | $0 | $0 | 2.7% | |
| Depreciation and depletion | $145,141 | $0 | $0 | $0 | 1.3% | |
| Fees: legal | $41,031 | $0 | $0 | $0 | 0.4% | |
| Other (as described) | Bank Charges | $27,652 | $0 | $0 | $0 | 0.3% |
| Advertising and promotion | $25,149 | $0 | $0 | $0 | 0.2% | |
| Other (as described) | Taxes | $1,185 | $0 | $0 | $0 | 0.0% |
| Total | $10,842,275 | 100% |
2022 · Form 990 · $10,543,179 spent · pay $4,878,174 · grants $0 · events $3,149,894
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Conferences, conventions and meetings | $3,149,894 | $3,149,894 | $0 | $0 | 29.9% | |
| Other salaries and wages | $2,749,293 | $1,922,935 | $826,358 | $0 | 26.1% | |
| Pay: officers, directors, trustees, key employees | $1,306,487 | $913,795 | $392,692 | $0 | 12.4% | |
| Fees: management | $1,052,247 | $735,972 | $316,275 | $0 | 10.0% | |
| Occupancy | $439,895 | $307,675 | $132,220 | $0 | 4.2% | |
| Pension plan contributions | $343,650 | $240,359 | $103,291 | $0 | 3.3% | |
| Information technology | $338,971 | $237,086 | $101,885 | $0 | 3.2% | |
| Other employee benefits | $253,350 | $177,200 | $76,150 | $0 | 2.4% | |
| Payroll taxes | $225,394 | $157,647 | $67,747 | $0 | 2.1% | |
| Office expenses | $205,682 | $168,383 | $37,299 | $0 | 2.0% | |
| Travel | $193,839 | $135,576 | $58,263 | $0 | 1.8% | |
| Depreciation and depletion | $113,007 | $79,040 | $33,967 | $0 | 1.1% | |
| Other (as described) | Industry Affairs and Research | $89,726 | $89,726 | $0 | $0 | 0.9% |
| Insurance | $35,063 | $0 | $35,063 | $0 | 0.3% | |
| Other (as described) | Bank Charges | $24,921 | $17,431 | $7,490 | $0 | 0.2% |
| Fees: legal | $19,790 | $13,842 | $5,948 | $0 | 0.2% | |
| Advertising and promotion | $1,970 | $1,378 | $592 | $0 | 0.0% | |
| Total | $10,543,179 | 100% |
2021 · Form 990 · $7,531,036 spent · pay $4,700,533 · grants $0 · events $940,999
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $2,309,352 | $1,655,762 | $653,390 | $0 | 30.7% | |
| Pay: officers, directors, trustees, key employees | $1,654,225 | $1,191,042 | $463,183 | $0 | 22.0% | |
| Conferences, conventions and meetings | $940,999 | $940,999 | $0 | $0 | 12.5% | |
| Fees: management | $581,821 | $350,576 | $231,245 | $0 | 7.7% | |
| Occupancy | $446,538 | $302,257 | $144,281 | $0 | 5.9% | |
| Pension plan contributions | $295,188 | $212,535 | $82,653 | $0 | 3.9% | |
| Information technology | $276,255 | $184,617 | $91,638 | $0 | 3.7% | |
| Other employee benefits | $226,026 | $162,739 | $63,287 | $0 | 3.0% | |
| Payroll taxes | $215,742 | $155,334 | $60,408 | $0 | 2.9% | |
| Office expenses | $162,157 | $125,502 | $36,655 | $0 | 2.2% | |
| Depreciation and depletion | $138,510 | $89,558 | $48,952 | $0 | 1.8% | |
| Fees: lobbying | $72,492 | $72,492 | $0 | $0 | 1.0% | |
| Other (as described) | Research & Industry Affair's | $59,761 | $59,761 | $0 | $0 | 0.8% |
| Other (as described) | Merchant Fees -for processing credit cards | $54,261 | $35,084 | $19,177 | $0 | 0.7% |
| Insurance | $31,994 | $0 | $31,994 | $0 | 0.4% | |
| Other (as described) | Bank Charges | $28,586 | $18,482 | $10,104 | $0 | 0.4% |
| Travel | $18,373 | $11,880 | $6,493 | $0 | 0.2% | |
| Other (as described) | Lobbying proxy tax | $15,223 | $15,223 | $0 | $0 | 0.2% |
| Fees: legal | $3,003 | $1,942 | $1,061 | $0 | 0.0% | |
| Advertising and promotion | $530 | $343 | $187 | $0 | 0.0% | |
| Total | $7,531,036 | 100% |
2020 · Form 990 · $6,620,961 spent · pay $4,124,740 · grants $0 · events $1,042,386
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $1,997,335 | $0 | $1,997,334 | $0 | 30.2% | |
| Pay: officers, directors, trustees, key employees | $1,614,232 | $0 | $1,614,232 | $0 | 24.4% | |
| Conferences, conventions and meetings | $1,042,386 | $1,042,386 | $0 | $0 | 15.7% | |
| Occupancy | $363,800 | $0 | $363,800 | $0 | 5.5% | |
| Information technology | $329,360 | $0 | $349,360 | $0 | 5.0% | |
| Other employee benefits | $206,979 | $0 | $206,979 | $0 | 3.1% | |
| Payroll taxes | $204,404 | $0 | $204,404 | $0 | 3.1% | |
| Office expenses | $153,964 | $0 | $153,964 | $0 | 2.3% | |
| Travel | $152,825 | $0 | $152,825 | $0 | 2.3% | |
| Fees: management | $110,928 | $11,948 | $85,596 | $0 | 1.7% | |
| Pension plan contributions | $101,790 | $0 | $101,790 | $0 | 1.5% | |
| Other (as described) | Research & Industry Affair's | $78,725 | $78,725 | $0 | $0 | 1.2% |
| Depreciation and depletion | $73,814 | $0 | $73,814 | $0 | 1.1% | |
| Other (as described) | Merchant Fees -for processing credit cards | $57,483 | $0 | $57,483 | $0 | 0.9% |
| Fees: lobbying | $30,400 | $30,400 | $0 | $0 | 0.5% | |
| Fees: accounting | $28,287 | $0 | $28,287 | $0 | 0.4% | |
| Other (as described) | Bank Charges | $26,789 | $0 | $26,789 | $0 | 0.4% |
| Insurance | $24,949 | $0 | $24,949 | $0 | 0.4% | |
| Fees: other services | $8,872 | $0 | $8,872 | $0 | 0.1% | |
| Fees: legal | $7,181 | $7,181 | $0 | $0 | 0.1% | |
| Other (as described) | Lobbying proxy tax | $6,381 | $0 | $6,381 | $0 | 0.1% |
| Advertising and promotion | $77 | $0 | $77 | $0 | 0.0% | |
| Total | $6,620,961 | 100% |
2019 · Form 990 · $8,446,777 spent · pay $3,822,731 · grants $0 · events $2,761,947
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Conferences, conventions and meetings | $2,761,947 | $2,761,947 | $0 | $0 | 32.7% | |
| Other salaries and wages | $1,719,912 | $86,500 | $1,633,412 | $0 | 20.4% | |
| Pay: officers, directors, trustees, key employees | $1,657,105 | $0 | $1,657,105 | $0 | 19.6% | |
| Travel | $483,903 | $0 | $483,903 | $0 | 5.7% | |
| Occupancy | $280,813 | $0 | $280,813 | $0 | 3.3% | |
| Office expenses | $210,494 | $0 | $210,494 | $0 | 2.5% | |
| Payroll taxes | $177,262 | $0 | $177,262 | $0 | 2.1% | |
| Other (as described) | Research & Industry Afafir's | $168,225 | $168,225 | $0 | $0 | 2.0% |
| Other employee benefits | $167,750 | $0 | $167,750 | $0 | 2.0% | |
| Information technology | $149,933 | $0 | $149,933 | $0 | 1.8% | |
| Other (as described) | Merchant Fees | $137,701 | $0 | $137,701 | $0 | 1.6% |
| Fees: legal | $116,254 | $116,254 | $0 | $0 | 1.4% | |
| Fees: management | $109,910 | $0 | $109,910 | $0 | 1.3% | |
| Pension plan contributions | $100,702 | $0 | $100,702 | $0 | 1.2% | |
| Depreciation and depletion | $92,271 | $0 | $92,271 | $0 | 1.1% | |
| Other (as described) | Lobbying Proxy | $49,848 | $0 | $49,848 | $0 | 0.6% |
| Fees: accounting | $26,366 | $0 | $26,366 | $0 | 0.3% | |
| Insurance | $11,676 | $0 | $11,676 | $0 | 0.1% | |
| Other (as described) | Bank Charges | $11,466 | $0 | $11,466 | $0 | 0.1% |
| Fees: other services | $7,943 | $0 | $7,943 | $0 | 0.1% | |
| Advertising and promotion | $5,296 | $0 | $5,296 | $0 | 0.1% | |
| Total | $8,446,777 | 100% |
2017 · Form 990 · $7,623,909 spent · pay $3,154,478 · grants $0 · events $2,074,277
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Conferences, conventions and meetings | $2,074,277 | $2,074,277 | $0 | $0 | 27.2% | |
| Pay: officers, directors, trustees, key employees | $1,606,411 | $0 | $1,606,411 | $0 | 21.1% | |
| Payroll taxes | $911,272 | $0 | $911,272 | $0 | 12.0% | |
| Other salaries and wages | $536,573 | $0 | $536,573 | $0 | 7.0% | |
| Travel | $452,295 | $0 | $452,295 | $0 | 5.9% | |
| Information technology | $307,506 | $0 | $307,506 | $0 | 4.0% | |
| Fees: management | $296,395 | $0 | $296,395 | $0 | 3.9% | |
| Occupancy | $272,758 | $0 | $272,758 | $0 | 3.6% | |
| Fees: other services | $232,303 | $17,946 | $214,357 | $0 | 3.0% | |
| Office expenses | $145,253 | $0 | $145,253 | $0 | 1.9% | |
| Fees: lobbying | $145,048 | $145,048 | $0 | $0 | 1.9% | |
| Other (as described) | Loss on disposal | $123,227 | $0 | $123,227 | $0 | 1.6% |
| Depreciation and depletion | $114,080 | $0 | $114,080 | $0 | 1.5% | |
| Other employee benefits | $100,222 | $0 | $100,222 | $0 | 1.3% | |
| Other (as described) | Merchant fees - for processing credit cards | $91,964 | $0 | $91,964 | $0 | 1.2% |
| Other (as described) | Lobbying proxy tax | $73,167 | $0 | $73,167 | $0 | 1.0% |
| Other (as described) | Commission paid for Sponsorship to consultant | $54,250 | $0 | $54,250 | $0 | 0.7% |
| Fees: legal | $44,296 | $0 | $44,296 | $0 | 0.6% | |
| Advertising and promotion | $16,042 | $0 | $16,042 | $0 | 0.2% | |
| All other expenses | $14,339 | $0 | $14,339 | $0 | 0.2% | |
| Fees: accounting | $8,085 | $0 | $8,085 | $0 | 0.1% | |
| Insurance | $4,146 | $0 | $4,146 | $0 | 0.1% | |
| Total | $7,623,909 | 100% |
2016 · Form 990 · $5,232,131 spent · pay $2,164,295 · grants $0 · events $1,090,160
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Conferences, conventions and meetings | $1,090,160 | $1,090,160 | $0 | $0 | 20.8% | |
| Pay: officers, directors, trustees, key employees | $918,976 | $0 | $918,976 | $0 | 17.6% | |
| Payroll taxes | $820,981 | $0 | $820,981 | $0 | 15.7% | |
| Other (as described) | Education Services | $440,663 | $440,663 | $0 | $0 | 8.4% |
| Other salaries and wages | $332,498 | $0 | $332,498 | $0 | 6.4% | |
| Travel | $331,546 | $0 | $331,546 | $0 | 6.3% | |
| Office expenses | $223,774 | $0 | $223,774 | $0 | 4.3% | |
| Occupancy | $204,594 | $0 | $204,594 | $0 | 3.9% | |
| Information technology | $187,094 | $0 | $187,094 | $0 | 3.6% | |
| Other (as described) | Research & Industry Affairs | $173,536 | $173,536 | $0 | $0 | 3.3% |
| Fees: management | $130,450 | $0 | $130,450 | $0 | 2.5% | |
| Depreciation and depletion | $94,643 | $0 | $94,643 | $0 | 1.8% | |
| Other employee benefits | $91,840 | $0 | $91,840 | $0 | 1.8% | |
| Fees: lobbying | $46,736 | $0 | $46,736 | $0 | 0.9% | |
| Advertising and promotion | $40,680 | $0 | $40,680 | $0 | 0.8% | |
| Fees: other services | $35,710 | $0 | $35,710 | $0 | 0.7% | |
| Fees: legal | $23,647 | $0 | $23,647 | $0 | 0.5% | |
| Fees: accounting | $22,086 | $0 | $22,086 | $0 | 0.4% | |
| Other (as described) | Lobbying Proxy tax | $16,358 | $0 | $16,358 | $0 | 0.3% |
| Other (as described) | bank fees and charges | $2,685 | $0 | $2,685 | $0 | 0.1% |
| All other expenses | $2,210 | $0 | $2,210 | $0 | 0.0% | |
| Insurance | $1,264 | $0 | $1,264 | $0 | 0.0% | |
| Total | $5,232,131 | 100% |
2015 · Form 990 · $4,920,011 spent · pay $1,893,493 · grants $0 · events $947,761
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Conferences, conventions and meetings | $947,761 | $947,761 | $0 | $0 | 19.3% | |
| Pay: officers, directors, trustees, key employees | $747,326 | $0 | $747,326 | $0 | 15.2% | |
| Payroll taxes | $726,167 | $0 | $726,167 | $0 | 14.8% | |
| Other (as described) | Institute and other education services | $435,576 | $435,576 | $0 | $0 | 8.9% |
| Other salaries and wages | $345,858 | $0 | $345,858 | $0 | 7.0% | |
| Other (as described) | Research, Benchmark, Industry Affairs and Standards | $341,612 | $341,612 | $0 | $0 | 6.9% |
| Travel | $288,063 | $0 | $288,063 | $0 | 5.9% | |
| Fees: other services | $245,970 | $0 | $245,970 | $0 | 5.0% | |
| Occupancy | $211,399 | $0 | $211,399 | $0 | 4.3% | |
| Office expenses | $169,758 | $0 | $169,758 | $0 | 3.5% | |
| Depreciation and depletion | $124,230 | $0 | $124,230 | $0 | 2.5% | |
| Information technology | $114,719 | $0 | $114,719 | $0 | 2.3% | |
| Other employee benefits | $74,142 | $0 | $74,142 | $0 | 1.5% | |
| Fees: lobbying | $60,941 | $0 | $60,941 | $0 | 1.2% | |
| Fees: accounting | $42,472 | $0 | $42,472 | $0 | 0.9% | |
| Other (as described) | Lobbying Proxy tax | $21,329 | $0 | $21,329 | $0 | 0.4% |
| Advertising and promotion | $10,395 | $0 | $10,395 | $0 | 0.2% | |
| Fees: legal | $7,326 | $0 | $7,326 | $0 | 0.1% | |
| Other (as described) | Insurance offices | $2,161 | $0 | $2,161 | $0 | 0.0% |
| All other expenses | $1,429 | $0 | $1,429 | $0 | 0.0% | |
| Insurance | $1,377 | $0 | $1,377 | $0 | 0.0% | |
| Total | $4,920,011 | 100% |
State business registration
- INSTITUTIONAL LIMITED PARTNERS ASSOCIATION DC, Employee benefit plan sponsor (Form 5500), Filed for plan year 2025
The same business name in the same state, from the state’s official registry data.
Also on this site Fuzzy
| Record | Name as filed | Where | Dataset | Matched by |
|---|---|---|---|---|
| Plan sponsor | INSTITUTIONAL LIMITED PARTNERS ASSOCIATION | DC | Form 5500 (employee benefit plans) | EIN (EXACT) |
Matched by name (and state) or EIN only; a shared name is not proof of the same person or organization.
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