2026-08-17T17:48:30-05:00 2025-09-30 410746749 CLIFTONLARSONALLEN LLP 200 BRICKSTONE SQUARE SUITE 103 ANDOVER MA 01810 990 2024-10-01 521161757 INTELLIGENCE AND NATIONAL SECURITY ALLIANCE INTE 7032244672 4301 WILSON BOULEVARD 910 ARLINGTON VA 22203 SUZANNE WILSON HECKENBERG PRESIDENT 7032244672 2026-08-17 1 1 LUKE BURNETT P01079018 9786202000 2026-08-17 2024 2025-03-06 01:10:19Z SUZANNE WILSON HECKENBERG 4301 WILSON BOULEVARD 910 ARLINGTON VA 22203 4540175 0 X WWW.INSAONLINE.ORG X 1979 MD INTELLIGENCE AND NATIONAL SECURITY ALLIANCE (INSA) PROVIDES A NON-PARTISAN FORUM FOR COLLABORATION AMONG THE PUBLIC, PRIVATE, AND ACADEMIC SECTORS OF THE INTELLIGENCE AND NATIONAL SECURITY COMMUNITIES THAT BRINGS TOGETHER COMMITTED EXPERTS IN AND OUT OF GOVERNMENT TO IDENTIFY, DEVELOP, AND PROMOTE PRACTICAL AND CREATIVE SOLUTIONS TO NATIONAL SECURITY PROBLEMS. 25 25 24 1217 25000 10489 0 0 4177270 4497807 5611 42368 0 0 4182881 4540175 0 0 0 0 2155731 2182474 0 0 0 2028605 2135467 4184336 4317941 -1455 222234 3500280 3609977 2596313 2396167 903967 1213810 X INTELLIGENCE AND NATIONAL SECURITY ALLIANCE (INSA) PROVIDES A NON-PARTISAN FORUM FOR COLLABORATION AMONG THE PUBLIC, PRIVATE, AND ACADEMIC SECTORS OF THE INTELLIGENCE AND NATIONAL SECURITY COMMUNITIES THAT BRING TOGETHER COMMITTED EXPERTS IN AND OUT OF GOVERNMENT TO IDENTIFY, DEVELOP, AND PROMOTE PRACTICAL AND CREATIVE SOLUTIONS TO NATIONAL SECURITY PROBLEMS. 0 0 IN FY25, THE ORGANIZATION SHAPED NATIONAL SECURITY PRIORITIES BY HOSTING 28 IN-PERSON AND VIRTUAL PROGRAMS, INCLUDING WEBINARS, PANELS, DINNERS, SYMPOSIUMS, AND AWARD CEREMONIES. THESE EVENTS FACILITATED CRITICAL DIALOGUE AMONG SENIOR LEADERS AND ENGAGED OVER 11,000 PARTICIPANTS. OUR SIGNATURE PROGRAMS, THE INTELLIGENCE AND NATIONAL SECURITY SUMMIT AND THE BAKER DINNER, ACHIEVED RECORD ATTENDANCE, UNDERSCORING OUR IMPACT ON THE COMMUNITY. WE FURTHERED OUR REPUTATION AS A LEADING VOICE THROUGH THE PUBLICATION OF FIVE WHITE PAPERS AND EDITORIALS ALONG WITH 29 PODCAST EPISODES. THESE CONTRIBUTIONS PROVIDED EXPERT ANALYSIS ON ESSENTIAL TOPICS RANGING FROM INSIDER THREATS AND CLEARANCE REFORM TO AI POLICY RECOMMENDATIONS. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 16 0 1 24 1 1 1 0 0 0 0 0 0 0 X 25 25 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 1 0 0 X ERIN HARROUN 7032244672 4301 WILSON BOULEVARD SUITE 910 ARLINGTON VA 22203 LETITIA A LONG CHAIR 1.00 2.00 X X 0 0 0 ROY STEVENS TREASURER (AS OF 01/25) 1.00 0.00 X X 0 0 0 MARIA DEMAREE TREASURER (UNTIL 12/24) 1.00 0.00 X X 0 0 0 DONNA THOMAS INSA LEGAL COUNSEL 1.00 0.00 X X 0 0 0 MEGAN ANDERSON DIRECTOR 1.00 0.00 X 0 0 0 DAVID APPEL DIRECTOR 1.00 0.00 X 0 0 0 SCOTT BERRIER DIRECTOR 1.00 0.00 X 0 0 0 LINDA BIXBY DIRECTOR 1.00 0.00 X 0 0 0 JOHN DESIMONE DIRECTOR 1.00 0.00 X 0 0 0 MAISHA GLOVER DIRECTOR 1.00 0.00 X 0 0 0 BARBARA HAINES-PARMELE DIRECTOR 1.00 0.00 X 0 0 0 GORDON HANNAH DIRECTOR 1.00 0.00 X 0 0 0 DR STEPHEN HOMEYER DIRECTOR 1.00 0.00 X 0 0 0 JENNIER KRISCHER DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL LAROUCHE DIRECTOR 1.00 0.00 X 0 0 0 CHRISTINA MANCINELLI DIRECTOR 1.00 0.00 X 0 0 0 JOHN MCNIFF DIRECTOR 1.00 0.00 X 0 0 0 CYNTHIA MENDOZA DIRECTOR 1.00 0.00 X 0 0 0 AL PEREZ DIRECTOR 1.00 0.00 X 0 0 0 BILL PESSIN DIRECTOR 1.00 0.00 X 0 0 0 ISAAC PORCHE DIRECTOR 1.00 0.00 X 0 0 0 TODD PROBERT DIRECTOR 1.00 0.00 X 0 0 0 JANET RATHOD DIRECTOR 1.00 0.00 X 0 0 0 DAVID RAY DIRECTOR 1.00 0.00 X 0 0 0 VERNON SAUNDERS DIRECTOR 1.00 0.00 X 0 0 0 JEN SOVADA DIRECTOR 1.00 0.00 X 0 0 0 BISHOP GARRISON VP FOR POLICY (UNTIL 06/25) 40.00 0.00 X 201805 0 18759 SUZANNE WILSON HECKENBERG PRESIDENT 40.00 3.00 X 407666 0 44897 JOHN M DOYON EXECUTIVE VICE PRESIDENT 40.00 0.00 X 281813 0 31218 JEFFREY M LAVINE VP ADMIN & MANAGEMENT (UNTIL 02/25) 40.00 0.00 X 157699 0 36588 ERIN HARROUN VP FOR DEVELOPMENT (AS OF 03/25) 40.00 0.00 X 0 0 0 MARGARET A O'CONNOR DIRECTOR OF COMMUNICATIONS & POLICY 40.00 0.00 X 135499 0 14811 TOYA RICH DIRECTOR OF EVENTS 40.00 0.00 X 128763 0 21500 1313245 0 167773 6 0 1 0 BDO USA PC 5300 PATTERSON AVENUE SE SUITE 100 GRAND RAPIDS MI 49512 ACCOUNTING SERVICES 119289 1 MEETINGS/PROGRAMS 541900 2458455 2458455 MEMBERSHIP DUES 541900 1908361 1908361 ERTC FUNDS 541900 61348 61348 ADVERTISING REVENUE 541800 25000 25000 44643 44643 4497807 42368 42368 4540175 4472807 25000 42368 1185464 746499 7236 136883 106392 23964 177909 7135 55725 4404 61037 210096 177719 10000 1260538 84924 13362 OTHER OPERATING EXPENSE 24697 GOVERNANCE 10067 WHITE PAPER PUBLICATION 7194 PROFESSIONAL DEVELOPMEN 6696 4317941 900527 806281 44428 44565 380896 307584 108375 83643 456039 372480 89179 83559 1128955 1601659 79881 38766 768039 643920 3500280 3609977 622075 521026 1015601 1084892 958637 790249 2596313 2396167 X 903967 1213810 903967 1213810 3500280 3609977 222234 87609 0 X 0 1 X 1 0 0 1 0 204572 204572 0 208960 132380 76580 42507 35528 6979 83559 SECURITY DEPOSIT 16806 RIGHT-OF-USE ASSET 627114 643920 LEASE LIABILITIES 790249 790249 X X X X 0 0 0 SUZANNE WILSON HECKENBERG PRESIDENT 291190 0 116476 0 0 0 13174 0 31723 0 452563 0 0 0 JOHN M DOYON EXECUTIVE VICE PRESIDENT 225450 0 56363 0 0 0 11273 0 19945 0 313031 0 0 0 BISHOP GARRISON VP FOR POLICY (UNTIL 06/25) 181527 0 20278 0 0 0 7871 0 10888 0 220564 0 0 0 JEFFREY M LAVINE VP ADMIN & MANAGEMENT (UNTIL 02/25) 157699 0 0 0 0 0 6308 0 30280 0 194287 0 0 0 MARGARET A O'CONNOR DIRECTOR OF COMMUNICATIONS & POLICY 135499 0 0 0 0 0 4179 0 10632 0 150310 0 0 0 TOYA RICH DIRECTOR OF EVENTS 128763 0 0 0 0 0 1913 0 19587 0 150263 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 INSA IS A MEMBERSHIP ORGANIZATION WITH ONE CLASS OF MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT THE BOARD OF DIRECTORS FROM A SLATE OF NOMINEES. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE OUTSOURCED ACCOUNTANTS REVIEW THE 990 WITH THE PREPARERS; THE MANAGEMENT TEAM THEN REVIEWS AND THEN THE DRAFT IS CIRCULATED TO THE ENTIRE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS ADMINISTERS AND MONITORS ALL PROCEDURES IN EXECUTING THE STATEMENT OF POLICY WITH RESPECT TO POTENTIAL CONFLICTS OF INTERESTS OF OFFICERS AND DIRECTORS OF THE ORGANIZATION. EACH OFFICER AND DIRECTOR PROVIDES AN ANNUAL DISCLOSURE STATEMENT TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15A THE AUDIT AND COMPENSATION COMMITTEE REVIEWS AND APPROVES THE PRESIDENT'S RECOMMENDATIONS FOR THE SALARIES AND BONUSES OF THE MANAGEMENT TEAM, WHICH ARE BASED ON ANNUAL PERFORMANCE EVALUATIONS. IN ADDITION, THE COMMITTEE REVIEWS IN DETAIL THE EVALUATION OF THE PRESIDENT, AND THEN RECOMMENDS HIS/HER NEW ANNUAL SALARY AND HIS/HER PERFORMANCE BONUS. THE PRESIDENT'S SALARY AND BONUS ARE DETERMINED BASED ON SPECIFIC PERFORMANCE CRITERIA RELATED TO REVENUE GOALS. THE AUDIT AND COMPENSATION COMMITTEE DOCUMENT THIS DISCUSSION AND DECISION, AS THE PROCESS OCCURS, ON AN ANNUAL BASIS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. INTELLIGENCE AND NATIONAL SECURITY FOUNDATION 4301 WILSON BOULEVARD SUITE 910 ARLINGTON VA 22203 471847304 EDUCATE PUBLIC ON THE VALUE OF INTELLIGENCE DEALING WITH NATIONAL SECURITY VA 501(C)(3) LINE 7 INTELLIGENCE AND NATIONAL SECURITY ALLIANCE INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0