INSTITUTE FOR DEFENSE ANALYSES

EIN: 530233247 501(c)(3) Science & Technology

ALEXANDRIA, VA

Total Revenue
$350,297,874
Total Expenses
$333,901,819
Total Assets
$607,882,247
Net Assets
$302,568,852
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Financial Trends

Organization Details

Formation Year
1956
Legal Domicile
DE
Principal Officer
RONALD JOLLY SR
Phone
7038452000
Tax Period
2023-10-01 to 2024-09-30

INSTITUTE FOR DEFENSE ANALYSES, founded in 1956, is a major nonprofit in the Science & Technology sector that reported $260.3M in total revenue in fiscal year 2018.

Mission

THE INSTITUTE FOR DEFENSE ANALYSES IS ORGANIZED FOR THE PURPOSE OF APPLIED RESEARCH. THE INSTITUTE FOR DEFENSE ANALYSES PROVIDES INDEPENDENT AND OBJECTIVE SCIENTIFIC AND TECHNOLOGICAL EXPERTISE TO ASSIST NATIONAL SECURITY DECISION-MAKERS IN ADDRESSING URGENT AND CHALLENGING ISSUES.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $333,717,460
Investment Income $16,580,414
Other Revenue $0
TOTAL REVENUE $350,297,874

Expense Breakdown

Grants Paid $0
Salaries & Benefits $248,983,393
Fundraising Expenses $0
Program Expenses $299,462,098
Other Expenses $84,918,426
TOTAL EXPENSES $333,901,819

Year-over-Year Comparison

2023 2022 Change
Revenue $350,297,874 $312,674,795 +0.1%
Expenses $333,901,819 $329,976,925 +0.0%
Net Income $16,396,055 $-17,302,130 -1.9%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Governance

Voting Members
15
Independent Members
3
Employees
1663
Volunteers
N/A

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$2,212,508
Total Directors
16
$358,000
Key Employees
1
$421,021
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CHARLES JACOBY JR TRUSTEE 4.00
Director
$54,000 $0 $54,000
RICHARD LEDGETT JR TRUSTEE 4.00
Director
$41,125 $0 $41,125
MARY REED TRUSTEE 4.00
Director
$36,500 $0 $36,500
JOHN PAXTON TRUSTEE 4.00
Director
$27,625 $0 $27,625
ELLEN WILLIAMS TRUSTEE 4.00
Director
$26,500 $0 $26,500
DEBORAH MCWHINNEY TRUSTEE 4.00
Director
$25,250 $0 $25,250
ANN R KARAGOZIAN TRUSTEE 4.00
Director
$25,000 $0 $25,000
ANA I ANTON TRUSTEE 4.00
Director
$22,000 $0 $22,000
ERIC OLSON TRUSTEE 4.00
Director
$22,000 $0 $22,000
RICHARD MURRAY TRUSTEE 4.00
Director
$22,000 $0 $22,000
DOUGLAS FRASER TRUSTEE 4.00
Director
$20,000 $0 $20,000
PRESTON GEREN TRUSTEE 4.00
Director
$18,000 $0 $18,000
STEVEN KOONIN TRUSTEE 4.00
Director
$10,000 $0 $10,000
CLAUDE KEHLER TRUSTEE (BEG. 11/23) 4.00
Director
$4,000 $0 $4,000
WILLIAM DALLY TRUSTEE (BEG. 12/23) 4.00
Director
$4,000 $0 $4,000
LYNN H MCMAHON TRUSTEE (BEG. 06/24) 4.00
Director
$0 $0 $0
NORTON SCHWARTZ CEO 40.00
Officer
$834,467 $89,136 $923,603
LINDA HUNTT VICE PRESIDENT, MANAGEMENT 40.00
Officer
$479,414 $77,007 $556,421
LAURA BALDWIN VICE PRESIDENT, PROGRAMS 40.00
Officer
$402,648 $70,501 $473,149
MARIO WONG JR DIR., FINANCE/ADMIN, CFO & TREAS. 40.00
Officer
$230,166 $29,169 $259,335
VINCENT LILLARD DIRECTOR, OED 40.00
Key Emp
$342,896 $78,125 $421,021
RYAN GARIBALDI DIRECTOR, CCRL 40.00
Highest
$368,799 $81,317 $450,116
WAYNE M RASKIND DIRECTOR, CCRP 40.00
Highest
$352,467 $80,304 $432,771
MARGARET MYERS DIRECTOR, ITSD 40.00
Highest
$376,296 $55,000 $431,296
MARTIN FRANKE DIR., INFO TECH AND SECURITY/CIO 40.00
Highest
$355,092 $72,962 $428,054
TAD WHITE DIRECTOR, CCS 40.00
Highest
$362,199 $44,035 $406,234
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $350,297,874 $333,901,819 $607,882,247 $16,396,055
2023 $312,674,795 $329,976,925 $558,589,800 $-17,302,130
2022 $311,302,118 $287,050,301 $601,747,025 $24,251,817
2021 $270,097,367 $247,545,426 $672,323,901 $22,551,941
2020 $253,350,877 $248,612,124 $474,093,470 $4,738,753
2019 $260,314,576 $254,217,959 $388,188,988 $6,096,617
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