Program areas at IAA
Advocacy - IAA works closely with policy makers on every issue that directly affects investment advisers, and represents the interests of investment advisers on Capitol Hill, working with members of Congress and their staffs to educate them about relevant issues and concerns. The IAA regularly comments on rule changes proposed by the SEC, Department of Labor, other Federal and State agencies, and international regulators that directly affect the investment adviser industry and the IAA membership.
Education - The IAA is a source of educational materials and programs, tailored to address specific issues affecting the investment adviser community. The IAA sponsors a wide range of workshops, conferences, webinars and networking events. These IAA-sponsored events address business, management, compliance, operations, technology, and other relevant issues. The IAA also publishes various reports and surveys each year.
Compliance - The IAA serves as a resource for all IAA member firms. Our staff responds to hundreds of requests for information each year from IAA members on a wide variety of regulatory and compliance issues. In addition, the IAA provides extensive online compliance and regulatory materials, located in a members only section of the website.
Personnel at IAA
Name | Title | Compensation | Date of data |
---|
Catherine C. | Co - President and Co - Chief Executive Officer | | 2024-01-17 |
Karen L. Barr | President and Chief Executive Officer | $484,314 | 2024-04-18 |
Brad Feldman | Vice President , Finance | | 2024-04-18 |
Linda MacKey | Vice President, Finance and Operations | | 2021-09-01 |
Janay Rickwalder | Vice President | | 2024-04-18 |
...and 27 more key personnel |
Financials for IAA
Revenues | FYE 12/2022 | FYE 12/2021 | % Change |
---|
Total grants, contributions, etc. | $0 | $0 | - |
Program services | $6,659,657 | $5,520,179 | 20.6% |
Investment income and dividends | $117,316 | $137,256 | -14.5% |
Tax-exempt bond proceeds | $0 | $0 | - |
Royalty revenue | $0 | $0 | - |
Net rental income | $4,804 | $3,673 | 30.8% |
Net gain from sale of non-inventory assets | $0 | $0 | - |
Net income from fundraising events | $0 | $0 | - |
Net income from gaming activities | $0 | $0 | - |
Net income from sales of inventory | $0 | $0 | - |
Miscellaneous revenues | $26,674 | $3,950 | 575.3% |
Total revenues | $6,808,451 | $5,665,058 | 20.2% |
Organizations like IAA
Organization | Type | Location | Revenue |
---|
Greater Atlanta Home Builders Association (HBA) | 501(c)(6) | Atlanta, GA | $2,093,323 |
Transportation Intermediaries Association (TIA) | 501(c)(6) | Alexandria, VA | $6,552,653 |
Massachusetts Bar Association (MBA) | 501(c)(6) | Boston, MA | $4,133,161 |
Community Associations Institute (CAI) | 501(c)(6) | Falls Church, VA | $16,730,640 |
Texas Association of Business | 501(c)(6) | Austin, TX | $3,609,804 |
International Trademark Association (INTA) | 501(c)(6) | New York, NY | $17,287,313 |
National Creditors Bar Association (NARCA) | 501(c)(6) | Washington, DC | $2,576,627 |
The Fertilizer Institute (TFI) | 501(c)(6) | Arlington, VA | $9,819,983 |
Association for Home and Hospice Care of North Carolina (AHHC) | 501(c)(6) | Raleigh, NC | $2,000,310 |
Wine Institute | 501(c)(6) | Sacramento, CA | $27,632,048 |
Data update history
January 21, 2024
Posted financials
Added Form 990 for fiscal year 2022
January 21, 2024
Updated personnel
Identified 1 new personnel
January 17, 2024
Updated personnel
Identified 9 new personnel
December 31, 2023
Used new vendors
Identified 1 new vendor, including
July 19, 2023
Updated personnel
Identified 4 new personnel
Nonprofit Types
Trade associationsProfessional associationsBusiness and community development organizations
Issues
Human servicesCrime and lawBusiness and industry
Characteristics
MembershipsPolitical advocacyCommunity engagement / volunteering
General information
- Address
- 818 Connecticut Ave NW 600
- Washington, DC 20006
- Metro area
- Washington-Arlington-Alexandria, DC-VA-MD-WV
- County
- District of Columbia, DC
- Website URL
- investmentadviser.org/Â
- Phone
- (202) 293-4222
- Twitter profile
- @iaa_todayÂ
IRS details
- EIN
- 13-6130873
- Fiscal year end
- December
- Taxreturn type
- Form 990
- Year formed
- 1937
- Eligible to receive tax-deductible contributions (Pub 78)
- No
Categorization
- NTEE code, primary
- S41: Promotion of Business
- NAICS code, primary
- 813910: Trade Associations
- Parent/child status
- Independent
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