2024-08-14T09:01:05-05:00 2023-09-30 861065772 DELOITTE TAX LLP 7900 TYSONS ONE PLACE SUITE 800 MCLEAN VA 22102 990 2022-10-01 530233247 INSTITUTE FOR DEFENSE ANALYSES INST 7038452000 730 EAST GLEBE ROAD ALEXANDRIA VA 223053086 MARIO WONG JR FINANCE DIR., CFO & TREASURER 7038452000 2024-08-14 1 0 RACHEL KAUFMAN P01485017 7032511000 2022 2024-08-08 14:25:15Z MARIO WONG JR 730 EAST GLEBE ROAD ALEXANDRIA VA 223053086 318746525 0 X WWW.IDA.ORG X 1956 DE THE INSTITUTE FOR DEFENSE ANALYSES IS ORGANIZED FOR THE PURPOSE OF APPLIED RESEARCH. 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THE IDA SYSTEMS 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 OFFICE OF SCIENCE AND TECHNOLOGY POLICY IN THE EXECUTIVE OFFICE OF THE WHITE HOUSE. 286493473 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 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 1 158 0 1 1599 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X NICHOLAS CASTILLO 7038452389 730 EAST GLEBE ROAD ALEXANDRIA VA 223053086 RICHARD H LEDGETT JR TRUSTEE 4.00 0.00 X 31875 0 0 PRESTON M GEREN III TRUSTEE 4.00 0.00 X 46125 0 0 ANA I ANTON TRUSTEE 4.00 0.00 X 45500 0 0 ALEC D GALLIMORE TRUSTEE (END 06/23) 4.00 0.00 X 23750 0 0 ELLEN D WILLIAMS TRUSTEE 4.00 0.00 X 22750 0 0 CHARLES H JACOBY JR TRUSTEE 4.00 0.00 X 22500 0 0 ANN R KARAGOZIAN TRUSTEE 4.00 0.00 X 42515 0 0 JOHN M PAXTON JR TRUSTEE 4.00 0.00 X 19125 0 0 MARY LYNN REED TRUSTEE 4.00 0.00 X 19000 0 0 STEVEN E KOONIN TRUSTEE 4.00 0.00 X 17750 0 0 DEBORAH D MCWHINNEY TRUSTEE 4.00 0.00 X 17500 0 0 ERIC T OLSON TRUSTEE 4.00 0.00 X 17500 0 0 RICHARD H MURRAY TRUSTEE 4.00 0.00 X 36500 0 0 DOUGLAS M FRASER TRUSTEE 4.00 0.00 X 16000 0 0 WILLIAM H PRESS TRUSTEE (END 05/23) 4.00 0.00 X 8000 0 0 NORTON A SCHWARTZ CEO 40.00 0.00 X 792760 0 83459 PHILIP L MAJOR VICE PRESIDENT, PROGRAMS 40.00 0.00 X 476357 0 83283 LINDA A HUNTT VICE PRESIDENT, MANAGEMENT 40.00 0.00 X 437868 0 71071 JEAN C CONLEY DIR, FIN/ADMIN, CFO/TREAS(END 11/22) 40.00 0.00 X 310762 0 51358 MARIO WONG JR DIR, FIN/ADMIN, CFO/TREAS(BEG 5/23) 40.00 0.00 X 0 0 0 TAD P WHITE DIRECTOR, CCS 40.00 0.00 X 349875 0 44225 MARGARET E MYERS DIRECTOR, ITSD 40.00 0.00 X 345143 0 50859 RYAN L GARIBALDI DIRECTOR, CCRL 40.00 0.00 X 333472 0 76712 MARTIN R FRANKE DIR., INFO TECH AND SECURITY/CIO 40.00 0.00 X 327590 0 69060 WAYNE M RASKIND DIRECTOR, CCRP 40.00 0.00 X 325763 0 75297 LEONARD J BUCKLEY DIRECTOR, STD 40.00 0.00 X 314485 0 51558 4400465 0 656882 786 0 1 0 EMCOR GOVERNMENT SERVICES 2800 CRYSTAL DRIVE SUITE 600 ARLINGTON VA 22202 FACILITY SUPPORT SERVICES 1982924 INSIGHT GLOBAL LLC 4170 ASHFORD DUNWOODY RD NE SUITE ATLANTA GA 30319 EMPLOYMENT SERVICES 1086347 MRP REALTY 3050 K STREET NW SUITE 125 WASHINGTON DC 20007 PROPERTY MANAGEMENT SERVICES 988229 MACRO CONSULTANTS LLC 1040 AVENUE OF THE AMERICAS NEW YORK NY 10018 CAPITAL PROJECT MANAGEMENT SERVICES 890500 INTERSTATE MOVING RELOCATION LOGISTICS 5801 ROLLING ROAD SPRINGFIELD VA 22152 RELOCATION SERVICES 861866 85 ANALYSES FOR FED GOV'T 541700 312235310 312235310 312235310 5524185 5524185 987030 478926 5592804 508104 -5592804 -5084700 -5084700 312674795 312235310 0 439485 4022220 4022220 167169987 162224347 4945640 18182657 18182657 34101712 32199053 1902659 13080584 12940991 139593 180526 180526 861973 861973 13998770 5654945 8343825 2362506 1518639 843867 19485088 19435667 49421 13852022 11655198 2196824 11423741 9654940 1768801 397923 343581 54342 12097733 12097733 12778846 12683455 95391 943579 943579 BUSINESS MODERNIZATION 2790823 2790823 403B TAX 2246235 2246235 329976925 286493473 43483452 0 35711956 31136137 33006576 34425002 17424744 21805341 340145266 68756723 277407721 271388543 178863333 199834777 59332695 0 601747025 558589800 25109407 44032170 252840730 244104530 42613144 0 24895349 15308953 345458630 303445653 X 256288395 255144147 256288395 255144147 601747025 558589800 -17302130 16160382 -2500 0 X 0 1 X 1 1 1 X 256263463 248188734 249458944 286954250 312235310 1353100701 256263463 248188734 249458944 286954250 312235310 1353100701 1353100701 5405213 4931002 4872537 5681923 5524185 26414860 0 16193 16193 1379531754 0.98080 0.98060 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INTEREST FROM RECEIVABLES - 2019 AMOUNT: $ 16,193. 15677709 15677709 274952652 45046288 229906364 49514905 23710435 25804470 271388543 ACCRUED POSTRETIREMENT BENEFIT COSTS 4155483 INTEREST RATE SWAP AGREEMENTS 1084500 LONG-TERM DEBT - CURRENT PORTION 2870000 LEASE LIABILITY - CURRENT PORTION 1067535 LEASE LIABILITY - LONG-TERM 6131435 15308953 334425480 16160381 -2500 16157881 318267599 -5592804 -5592804 312674795 335569729 5592804 5592804 329976925 0 329976925 PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT EXPENSES -2,500. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS -8,681. LOSS ON HELD FOR SALE ASSETS -5,584,123. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON HELD FOR SALE ASSETS 5,584,123. LOSS ON DISPOSAL OF ASSETS 8,681. 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VARIABLE COMPENSATION (I.E. EXECUTIVE BONUS) REFLECTS ACHIEVEMENT OF EXPLICIT, MEASURABLE OBJECTIVES. A INDUSTRIAL DEVELOPMENT AUTHORITY OF THE CITY OF ALEXANDRIA 521381432 000000000 2019-08-08 249400000 CONSTRUCTION OF NEW HQ BUILDING AND REFUND TAXABLE DEBT ISSUED 12/10/2015 0 0 0 A 250051328 2645918 238947551 8457859 2022 0 1 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 1 0 0 0 1 A 1 SCHEDULE K, PART I: DIFFERENCES BETWEEN THE ISSUE PRICE (PART I, COLUMN (E)) AND TOTAL PROCEEDS (PART II, LINE 3) ARE DUE TO INVESTMENT EARNINGS. FORM 990, PART VI, SECTION B, LINE 11B FOLLOWING COMPLETION OF FORM 990 BY INSTITUTE FOR DEFENSE ANALYSES' TAX PREPARER, FORM 990 IS REVIEWED BY THE TREASURER, VICE PRESIDENT, AND MANAGEMENT PRIOR TO FILING WITH THE IRS. 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 CONFLICTS OF INTEREST DISCLOSURE INFORMATION THAT IS REVIEWED FOR POTENTIAL CONFLICTS OF INTEREST. ALL STAFF ARE PRESCREENED FOR POTENTIAL CONFLICTS OF INTEREST BEFORE BEING ASSIGNED TO INDIVIDUAL RESEARCH EFFORTS. ANNUAL TRAINING IS REQUIRED OF ALL EMPLOYEES. 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 INDEPENDENT, THIRD PARTY COMPILED SURVEY DATA COVERING COMPARABLE POSITIONS. THE ANALYSIS COMPARED COMPENSATION ON A RELATIVE BASIS WITH COMPENSATION DATA REPORTED FOR THE 25TH, 50TH, AND 75TH PERCENTILES AND THE OVERALL AVERAGE. COMPENSATION RECOMMENDATIONS FOR THESE POSITIONS WERE REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.