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Nonprofit · EIN 52-1695387

STABLE VALUE INVESTMENT ASSOCIATION INC

Tax-exempt · ALEXANDRIA, VA 22314

Financials

$1.2M$988K2023$1.3M$1.1M2024
Revenue Expenses · by fiscal year end
Financials of STABLE VALUE INVESTMENT ASSOCIATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$1,330,649$1,065,897$264,752$1,553,494$442,122$1,111,372
December 31, 2023990$1,218,527$988,374$230,153$1,214,333$367,925$846,408
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$1,277,195
Investment income
$53,136
Other revenue
$318

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$191,751
Other salaries and wages
$172,242
Salaries, compensation and benefits (total)
$472,242
Professional fundraising fees
$0
Legal fees
$22,162
Accounting fees
$59,794
Occupancy
$6,457
Travel
$28,717
Depreciation
$367

Balance sheet and other

Total assets, start of year
$1,214,333
Total assets, end of year
$1,553,494
Total liabilities, end of year
$442,122
Net assets, end of year
$1,111,372
Land, buildings and equipment
$1,124
Publicly traded securities
$566,981
Net assets without donor restrictions
$1,111,372
Gross receipts
$1,330,649
Employees
3
Volunteers
707
Year formed
1990
State of legal domicile
VA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
ZACH GIESKEPRESIDENT
Trustee or director, Officer
40$191,751
LACEY LOCKWARDCHAIRPERSON
Trustee or director, Officer
2$0
MICHAEL SIPPERCO-CHAIR GOVT REL.
Trustee or director, Officer
2$0
MICHAEL LEONBERGERCO-CHAIR GOVT REL.
Trustee or director, Officer
2$0
BEN SOLTSOVCHAIR EVENTS
Trustee or director, Officer
2$0
ANDREW ERMANCHAIR COMM AND ED
Trustee or director, Officer
2$0
TASHIL FAKIRCHAIR, DIVERSITY, EQUITY, INCLUSION
Trustee or director, Officer
2$0
ANTHONY LUNACHAIR DATA & RES.
Trustee or director, Officer
2$0
KEITH WATSONSECRETARY/TREASURER
Trustee or director, Officer
2$0
MAYA PILLAIBOARD MEMBER
Trustee or director
1$0
YIJING ROBERTSONBOARD MEMBER
Trustee or director
1$0
NEENA SAXENABOARD MEMBER
Trustee or director
1$0
LUCAS ROBUSTELLIBOARD MEMBER
Trustee or director
1$0
MICHAEL SWINKBOARD MEMBER
Trustee or director
1$0
BRYAN WHITEBOARD MEMBER
Trustee or director
1$0
2 more people on this return
NameTitleHours / weekCompensation
HENRY KAOBOARD MEMBER
Trustee or director
1$0
KAREN CHONG-WULFFBOARD MEMBER
Trustee or director
1$0
990 for the year ended December 31, 2023: 17 people
NameTitleHours / weekCompensationOther / benefits
GINA MITCHELLPRESIDENT (END 6/2023)
Officer
40$292,220$31,883
ZACHARY GIESKEINTERIM PRESIDENT
Officer
40$130,040$32,745
NICK GAGECHAIRMAN
Trustee or director, Officer
2$0$0
SHANE JOHNSTONCO-CHAIR GOVT REL.
Trustee or director, Officer
2$0$0
MICHAEL LEONBERGERCO-CHAIR GOVT REL.
Trustee or director, Officer
2$0$0
DAVID BERGCHAIR DATA & RES.
Trustee or director, Officer
2$0$0
ANDREW ERMANCHAIR COMM. & ED
Trustee or director, Officer
1$0$0
TASHIL FAKIRCHAIR, DIVERSITY, EQUITY, INCLUSION
Trustee or director, Officer
2$0$0
KEITH WATSONSECRETARY/TREASURER
Trustee or director, Officer
1$0$0
LACEY LOCKWARDBOARD MEMBER
Trustee or director
1$0$0
ANTHONY LUNABOARD MEMBER
Trustee or director
1$0$0
PAUL MILLERBOARD MEMBER
Trustee or director
1$0$0
LAURA PUGLIESEBOARD MEMBER
Trustee or director
1$0$0
LUCAS ROBUSTELLIBOARD MEMBER
Trustee or director
1$0$0
NEENA SAXENABOARD MEMBER
Trustee or director
1$0$0
MICHAEL SIPPERBOARD MEMBER
Trustee or director
2$0$0
KOSTAS SOPHIASBOARD MEMBER
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
1800 DIAGONAL RD, ALEXANDRIA, VA 22314-2840
Principal officer (990 for 2024)
ZACH GIESKE, 1800 DIAGONAL ROAD 600, ALEXANDRIA, VA 22301
Signed the 990
ZACH GIESKE, PRESIDENT
Phone
(202) 873-9567
Return prepared by
EASY OFFICE DBA JITASA

Mission

THE SVIA IS DEDICATED TO EDUCATING THE PUBLIC AND POLICY MAKERS ON THE NEED TO SAVE AND INVEST FOR RETIREMENT, AND THE ROLE THAT STABLE VALUE CAN PLAY IN ACHIEVING A FINANCIALLY SECURE RETIREMENT.

990 for the year ended December 31, 2024

Program accomplishments

  • PROGRAM EVENTS - SVIA HELD AN IN-PERSON SPRING SEMINAR AND AN IN-PERSON FALL FORUM AND ANNUAL MEMBERSHIP MEETING.
    Expenses $332,292 · revenue $567,751
  • GENERAL PROGRAMS - EDUCATING THE PUBLIC AND POLICY MAKERS ON THE NEED TO SAVE AND INVEST FOR RETIREMENT AND THE ROLE THAT STABLE VALUE CAN PLAY IN ACHIEVING A FINANCIALLY SECURE RETIREMENT.
    Expenses $136,317 · revenue $709,443
  • GOVERNMENT RELATIONS - SVIA ENGAGED IN EDUCATIONAL EFFORTS WITH RESPECT TO THE CONGRESSIONAL EFFORTS TO PROVIDE PARITY TO 403 (B) PLANS BY PERMITTING THEIR USE OF COLLECTIVE INVESTMENT TRUSTS AND INSURANCE SEPARATE ACCOUNTS AND INVESTMENT CONTRACTS.
    Expenses $77,628
  • OTHER PROGRAMS - DATA AND RESEARCH AND COMMUNICATIONS.
    Expenses $138,232

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
52-1695387
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1991
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,553,494
Income (IRS master file)
$1,330,649

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$1,330,649$1,065,897$1,553,494IRS
990December 2023$1,218,527$988,374$1,214,333XML
990December 2022$1,018,983$1,018,173$1,038,178IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-1695387).

Questions about STABLE VALUE INVESTMENT ASSOCIATION INC

What is the EIN of STABLE VALUE INVESTMENT ASSOCIATION INC?
The employer identification number (EIN) of STABLE VALUE INVESTMENT ASSOCIATION INC is 52-1695387.
Is STABLE VALUE INVESTMENT ASSOCIATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1991.
Are donations to STABLE VALUE INVESTMENT ASSOCIATION INC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does STABLE VALUE INVESTMENT ASSOCIATION INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of STABLE VALUE INVESTMENT ASSOCIATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did STABLE VALUE INVESTMENT ASSOCIATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of STABLE VALUE INVESTMENT ASSOCIATION INC?
The 990 for the year ended December 31, 2024 names ZACH GIESKE.
Who are the officers and directors of STABLE VALUE INVESTMENT ASSOCIATION INC?
The 990 for the year ended December 31, 2024 lists 17 people; 1 received compensation from the organization, the highest $191,751 (ZACH GIESKE, PRESIDENT).
How much revenue does STABLE VALUE INVESTMENT ASSOCIATION INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $1,330,649, expenses of $1,065,897 and total assets of $1,553,494 at year end.

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