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EIN 22-2597521

Institute for Portfolio Alternatives (IPA)

IRS 501(c) type
501(c)(6)
Num. employees
6
City
Washington
State
District of Columbia
Year formed
1985
Most recent tax filings
2022-12-01
NTEE code, primary
S40: Business and Industry
Description
The mission of theInvestment Learning Programs is to advocate direct investments through advocacy, collaboration and education.
Also known as...
Investment Program Association
Total revenues
$4,576,207
2022
Total expenses
$4,163,543
2022
Total assets
$1,784,232
2022
Num. employees
6
2022

Program areas at IPA

Membership meetings: membership meetings are held each year to disseminate current industry trends and regulatory updates.in 2022, approximately 1,511 people benefitted from attending membership meetings and webinars.

Personnel at IPA

NameTitleCompensation
Anya CovermanPresident and Chief Executive Officer$311,667
Dallas WhitakerChief Executive Officer
Gina GombarVice President , Government Affairs and Associate General Counsel
Brad SussmanVice President , Product Development and Research Alternative$0
Patrick WillisManaging Director , Head of Private Wealth Strategic Partnerships , Blue Owl
...and 9 more key personnel

Financials for IPA

RevenuesFYE 12/2022
Total grants, contributions, etc.$93,000
Program services$4,480,443
Investment income and dividends$4,262
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-1,498
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$4,576,207

Form 990s for IPA

Fiscal year endingDate received by IRSFormPDF link
2022-122023-10-05990View PDF
2021-122022-07-11990View PDF
2020-122021-11-11990View PDF
2019-122021-06-07990View PDF
2018-122019-11-22990View PDF
...and 10 more Form 990s
Data update history
December 2, 2023
Posted financials
Added Form 990 for fiscal year 2022
December 1, 2023
Updated personnel
Identified 2 new personnel
November 27, 2023
Used new vendors
Identified 1 new vendor, including
November 17, 2023
Updated personnel
Identified 14 new personnel
August 14, 2023
Posted financials
Added Form 990 for fiscal year 2021
Nonprofit Types
Trade associationsBusiness and community development organizationsHeadquarter / parent organizations
Issues
EducationBusiness and industry
Characteristics
MembershipsPolitical advocacyReceives government fundingCommunity engagement / volunteering
General information
Address
1455 Pennsylvania Ave NW 400
Washington, DC 20004
Metro area
Washington-Arlington-Alexandria, DC-VA-MD-WV
County
District of Columbia, DC
Website URL
ipa.com/ 
Phone
(212) 812-9799
Twitter profile
@ipadirectinvest 
IRS details
EIN
22-2597521
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1985
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S40: Business and Industry
NAICS code, primary
813910: Trade Associations
Parent/child status
Central organization
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