Nonprofit · EIN 53-0233247
INSTITUTE FOR DEFENSE ANALYSES
Also known as IDA
Tax-exempt · ALEXANDRIA, VA 22305
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $344,675,047 | $341,008,262 | $3,666,785 | $631,663,759 | $299,867,164 | $331,796,595 |
| September 30, 2024 | 990 | $350,297,874 | $333,901,819 | $16,396,055 | $607,882,247 | $305,313,395 | $302,568,852 |
| September 30, 2023 | 990 | $312,674,795 | $329,976,925 | -$17,302,130 | $558,589,800 | $303,445,653 | $255,144,147 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $10,000
- Program service revenue
- $345,350,429
- Investment income
- -$685,382
- Net gain from sales of assets
- -$7,923,835
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $4,159,505
- Other salaries and wages
- $182,603,518
- Salaries, compensation and benefits (total)
- $257,458,441
- Professional fundraising fees
- $0
- Legal fees
- $253,819
- Accounting fees
- $2,329,876
- Occupancy
- $13,392,369
- Travel
- $10,246,735
- Depreciation
- $13,355,101
- Program services (functional)
- $308,989,935
- Management and general (functional)
- $32,018,327
Balance sheet and other
- Total assets, start of year
- $607,882,247
- Total assets, end of year
- $631,663,759
- Total liabilities, end of year
- $299,867,164
- Net assets, end of year
- $331,796,595
- Land, buildings and equipment
- $256,857,062
- Publicly traded securities
- $275,049,140
- Net assets without donor restrictions
- $331,796,595
- Gross receipts
- $407,542,482
- Employees
- 1,663
- Volunteers
- 0
- Year formed
- 1956
- State of legal domicile
- DE
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| NORTON SCHWARTZ | CEO Officer | 40 | $863,671 | $93,335 |
| LINDA HUNTT | VP, MANAGEMENT (END 01/25) Officer | 40 | $493,893 | $80,702 |
| LAURA BALDWIN | VICE PRESIDENT, PROGRAMS Officer | 40 | $456,181 | $87,063 |
| RYAN GARIBALDI | DIRECTOR, CCRL Highest-paid employee | 40 | $383,411 | $85,230 |
| MARIO WONG JR | DIR., CFO & TREAS. (END 07/25) Officer | 40 | $370,659 | $82,783 |
| WAYNE M RASKIND | DIRECTOR, CCRP Highest-paid employee | 40 | $365,401 | $85,338 |
| MARTIN FRANKE | DIR., INFO TECH AND SECURITY/CIO Highest-paid employee | 40 | $368,836 | $76,282 |
| MARGARET MYERS | DIRECTOR, ITSD Highest-paid employee | 40 | $387,341 | $57,495 |
| VINCENT LILLARD | DIRECTOR, STD Key employee | 40 | $361,965 | $82,000 |
| MARY J KELLEY | DIRECTOR, CCS Highest-paid employee | 40 | $383,577 | $42,077 |
| DANIEL CHIU | DIRECTOR, JAWD Key employee | 40 | $315,548 | $79,852 |
| HEATHER WOJTON | DIRECTOR, OED Key employee | 40 | $303,460 | $76,387 |
| DEBORAH MCWHINNEY | TRUSTEE Trustee or director | 4 | $41,250 | $0 |
| CHARLES JACOBY JR | TRUSTEE (END 04/25) Trustee or director | 4 | $38,750 | $0 |
| JOHN PAXTON | TRUSTEE Trustee or director | 4 | $31,375 | $0 |
15 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY REED | TRUSTEE (END 04/25) Trustee or director | 4 | $29,000 |
| CLAUDE KEHLER | TRUSTEE Trustee or director | 4 | $27,750 |
| ANN R KARAGOZIAN | TRUSTEE Trustee or director | 4 | $27,750 |
| WILLIAM DALLY | TRUSTEE Trustee or director | 4 | $22,750 |
| ERIC OLSON | TRUSTEE Trustee or director | 4 | $21,500 |
| ELLEN WILLIAMS | TRUSTEE Trustee or director | 4 | $21,000 |
| RICHARD MURRAY | TRUSTEE Trustee or director | 4 | $20,250 |
| DOUGLAS FRASER | TRUSTEE Trustee or director | 4 | $20,000 |
| RAANAN HOROWITZ | TRUSTEE Trustee or director | 4 | $18,500 |
| LYNN H MCMAHON | TRUSTEE Trustee or director | 4 | $18,500 |
| ANA I ANTON | TRUSTEE (END 11/24) Trustee or director | 4 | $9,250 |
| DANIEL HOKANSON | TRUSTEE (BEG. 10/24) Trustee or director | 4 | $4,000 |
| DARRELL LONG | TRUSTEE (BEG. 04/25) Trustee or director | 4 | $0 |
| LUZ MARTINEZ-GONZALEZ | DIR., CFO & TREAS. (BEG. 09/25) Officer | 40 | $0 |
| RONALD JOLLY SR | VP, CORP. OPERATIONS (BEG. 01/25) Officer | 40 | $0 |
990 for the year ended September 30, 2024: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| NORTON SCHWARTZ | CEO Officer | 40 | $834,467 | $89,136 |
| LINDA HUNTT | VICE PRESIDENT, MANAGEMENT Officer | 40 | $479,414 | $77,007 |
| LAURA BALDWIN | VICE PRESIDENT, PROGRAMS Officer | 40 | $402,648 | $70,501 |
| RYAN GARIBALDI | DIRECTOR, CCRL Highest-paid employee | 40 | $368,799 | $81,317 |
| WAYNE M RASKIND | DIRECTOR, CCRP Highest-paid employee | 40 | $352,467 | $80,304 |
| MARGARET MYERS | DIRECTOR, ITSD Highest-paid employee | 40 | $376,296 | $55,000 |
| MARTIN FRANKE | DIR., INFO TECH AND SECURITY/CIO Highest-paid employee | 40 | $355,092 | $72,962 |
| VINCENT LILLARD | DIRECTOR, OED Key employee | 40 | $342,896 | $78,125 |
| TAD WHITE | DIRECTOR, CCS Highest-paid employee | 40 | $362,199 | $44,035 |
| MARIO WONG JR | DIR., FINANCE/ADMIN, CFO & TREAS. Officer | 40 | $230,166 | $29,169 |
| CHARLES JACOBY JR | TRUSTEE Trustee or director | 4 | $54,000 | $0 |
| RICHARD LEDGETT JR | TRUSTEE Trustee or director | 4 | $41,125 | $0 |
| MARY REED | TRUSTEE Trustee or director | 4 | $36,500 | $0 |
| JOHN PAXTON | TRUSTEE Trustee or director | 4 | $27,625 | $0 |
| ELLEN WILLIAMS | TRUSTEE Trustee or director | 4 | $26,500 | $0 |
| DEBORAH MCWHINNEY | TRUSTEE Trustee or director | 4 | $25,250 | $0 |
| ANN R KARAGOZIAN | TRUSTEE Trustee or director | 4 | $25,000 | $0 |
| ANA I ANTON | TRUSTEE Trustee or director | 4 | $22,000 | $0 |
| ERIC OLSON | TRUSTEE Trustee or director | 4 | $22,000 | $0 |
| RICHARD MURRAY | TRUSTEE Trustee or director | 4 | $22,000 | $0 |
| DOUGLAS FRASER | TRUSTEE Trustee or director | 4 | $20,000 | $0 |
| PRESTON GEREN | TRUSTEE Trustee or director | 4 | $18,000 | $0 |
| STEVEN KOONIN | TRUSTEE Trustee or director | 4 | $10,000 | $0 |
| CLAUDE KEHLER | TRUSTEE (BEG. 11/23) Trustee or director | 4 | $4,000 | $0 |
| WILLIAM DALLY | TRUSTEE (BEG. 12/23) Trustee or director | 4 | $4,000 | $0 |
| LYNN H MCMAHON | TRUSTEE (BEG. 06/24) Trustee or director | 4 | $0 | $0 |
990 for the year ended September 30, 2023: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| NORTON A SCHWARTZ | CEO Officer | 40 | $792,760 | $83,459 |
| PHILIP L MAJOR | VICE PRESIDENT, PROGRAMS Officer | 40 | $476,357 | $83,283 |
| LINDA A HUNTT | VICE PRESIDENT, MANAGEMENT Officer | 40 | $437,868 | $71,071 |
| RYAN L GARIBALDI | DIRECTOR, CCRL Highest-paid employee | 40 | $333,472 | $76,712 |
| WAYNE M RASKIND | DIRECTOR, CCRP Highest-paid employee | 40 | $325,763 | $75,297 |
| MARTIN R FRANKE | DIR., INFO TECH AND SECURITY/CIO Highest-paid employee | 40 | $327,590 | $69,060 |
| MARGARET E MYERS | DIRECTOR, ITSD Highest-paid employee | 40 | $345,143 | $50,859 |
| TAD P WHITE | DIRECTOR, CCS Key employee | 40 | $349,875 | $44,225 |
| LEONARD J BUCKLEY | DIRECTOR, STD Highest-paid employee | 40 | $314,485 | $51,558 |
| JEAN C CONLEY | DIR, FIN/ADMIN, CFO/TREAS(END 11/22) Officer | 40 | $310,762 | $51,358 |
| PRESTON M GEREN III | TRUSTEE Trustee or director | 4 | $46,125 | $0 |
| ANA I ANTON | TRUSTEE Trustee or director | 4 | $45,500 | $0 |
| ANN R KARAGOZIAN | TRUSTEE Trustee or director | 4 | $42,515 | $0 |
| RICHARD H MURRAY | TRUSTEE Trustee or director | 4 | $36,500 | $0 |
| RICHARD H LEDGETT JR | TRUSTEE Trustee or director | 4 | $31,875 | $0 |
| ALEC D GALLIMORE | TRUSTEE (END 06/23) Trustee or director | 4 | $23,750 | $0 |
| ELLEN D WILLIAMS | TRUSTEE Trustee or director | 4 | $22,750 | $0 |
| CHARLES H JACOBY JR | TRUSTEE Trustee or director | 4 | $22,500 | $0 |
| JOHN M PAXTON JR | TRUSTEE Trustee or director | 4 | $19,125 | $0 |
| MARY LYNN REED | TRUSTEE Trustee or director | 4 | $19,000 | $0 |
| STEVEN E KOONIN | TRUSTEE Trustee or director | 4 | $17,750 | $0 |
| DEBORAH D MCWHINNEY | TRUSTEE Trustee or director | 4 | $17,500 | $0 |
| ERIC T OLSON | TRUSTEE Trustee or director | 4 | $17,500 | $0 |
| DOUGLAS M FRASER | TRUSTEE Trustee or director | 4 | $16,000 | $0 |
| WILLIAM H PRESS | TRUSTEE (END 05/23) Trustee or director | 4 | $8,000 | $0 |
| MARIO WONG JR | DIR, FIN/ADMIN, CFO/TREAS(BEG 5/23) Officer | 40 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 730 E GLEBE RD, ALEXANDRIA, VA 22305-3086
- Principal officer (990 for 2024)
- LUZ MARTINEZ-GONZALEZ, 730 EAST GLEBE ROAD, ALEXANDRIA, VA 223053086
- Signed the 990
- LUZ MARTINEZ-GONZALEZ, FIN DIR, CFO, TREAS
- Phone
- (703) 845-2000
- Website
- WWW.IDA.ORG
- Return prepared by
- DELOITTE TAX LLP
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.
Program accomplishments
- INSTITUTE FOR DEFENSE ANALYSES (IDA) CONDUCTS RESEARCH AND DEVELOPMENT ACTIVITIES FOR THE DEPARTMENT OF DEFENSE AND OTHER FEDERAL DEPARTMENTS AND AGENCIES. 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.Expenses $308,989,935 · revenue $345,350,429
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 53-0233247
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1957
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Science and technology (U050)
- Assets (IRS master file)
- $631,663,759
- Income (IRS master file)
- $407,542,482
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $344,675,047 | $341,008,262 | $631,663,759 | XML |
| 990 | September 2024 | $350,297,874 | $333,901,819 | $607,882,247 | XML |
| 990 | September 2023 | $312,674,795 | $329,976,925 | $558,589,800 | XML |
| 990-T | September 2023 | – | – | – | IRS |
| 990 | September 2022 | $311,302,118 | $287,050,301 | $601,747,025 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | 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 53-0233247).
Questions about INSTITUTE FOR DEFENSE ANALYSES
- What is the EIN of INSTITUTE FOR DEFENSE ANALYSES?
- The employer identification number (EIN) of INSTITUTE FOR DEFENSE ANALYSES is 53-0233247.
- Is INSTITUTE FOR DEFENSE ANALYSES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1957.
- Are donations to INSTITUTE FOR DEFENSE ANALYSES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does INSTITUTE FOR DEFENSE ANALYSES 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 INSTITUTE FOR DEFENSE ANALYSES due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INSTITUTE FOR DEFENSE ANALYSES last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of INSTITUTE FOR DEFENSE ANALYSES?
- The 990 for the year ended September 30, 2025 names LUZ MARTINEZ-GONZALEZ.
- Who are the officers and directors of INSTITUTE FOR DEFENSE ANALYSES?
- The 990 for the year ended September 30, 2025 lists 30 people; 27 received compensation from the organization, the highest $863,671 (NORTON SCHWARTZ, CEO).
- How much revenue does INSTITUTE FOR DEFENSE ANALYSES have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $344,675,047, expenses of $341,008,262 and total assets of $631,663,759 at year end.
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