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Employer Identification Number 13-6130873

INVESTMENT ADVISER ASSOCIATION is a USA domiciled entity or foreign entity operating in the USA. The EIN ihas been issued by the IRS

Company Name:INVESTMENT ADVISER ASSOCIATION
Employer identification number (EIN):13-6130873
EIN TypeTrusts, Estates, and Non-Profit/Exempt Organizations under the Tax Equity and Fiscal Responsibility Act (TEFRA)
EIN Issuing AuthorityBrookhaven, NY
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations
401k Pension/Benefits registration INVESTMENT ADVISER ASSOCIATION 401k plan information
Federal tax statusExempt from federal income tax. Registered as a non-profit under 501(c)(3) Title 26 of the United States Code
State of IncorporationDelaware, DE

Organization Overview

Mission StatementTo serve the interests of the SEC-registered investment advisory profession. See Part III
Number of Employees25
Number of Volunteers55
Year Formed1937

Organization Governance

Legal DomicileDC
Voting Members - Governing Body21
Voting Members - Independent21

Organization Financials

2022-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 5,520,179
Program Service Revenue from current yearUSD $ 6,659,657
Investment Income from prior yearUSD $ 137,256
Investment Income from current yearUSD $ 117,316
Other Revenue from prior yearUSD $ 7,623
Other Revenue from current yearUSD $ 31,478
Gross receipts from all sourcesUSD $ 6,887,280
Net assets / fund balances at end of fiscal yearUSD $ 3,247,262
Net assets / fund balances at beginning of fiscal yearUSD $ 3,620,498
Total liabilities at end of fiscal yearUSD $ 5,316,396
Total liabilities at beginning of fiscal yearUSD $ 3,691,237
Total assets at end of fiscal yearUSD $ 8,563,658
Total assets at beginning of fiscal yearUSD $ 7,311,735
Revenues less expenses for current yearUSD $ -152,471
Revenues less expenses for previous yearUSD $ -560,357
Total expenses for current yearUSD $ 6,960,922
Total expenses for previous yearUSD $ 6,225,415
Other expenses in current yearUSD $ 2,040,066
Other expenses in previous yearUSD $ 1,462,087
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 4,920,856
Employee salary and benefits paid in previous yearUSD $ 4,763,328
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 6,808,451
Total revenue in previous fiscal yearUSD $ 5,665,058
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 26,674
2021-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 6,044,384
Program Service Revenue from current yearUSD $ 5,520,179
Investment Income from prior yearUSD $ 205,748
Investment Income from current yearUSD $ 137,256
Other Revenue from prior yearUSD $ 8,469
Other Revenue from current yearUSD $ 7,623
Gross receipts from all sourcesUSD $ 5,741,972
Net assets / fund balances at end of fiscal yearUSD $ 3,620,498
Net assets / fund balances at beginning of fiscal yearUSD $ 4,317,964
Total liabilities at end of fiscal yearUSD $ 3,691,237
Total liabilities at beginning of fiscal yearUSD $ 3,531,889
Total assets at end of fiscal yearUSD $ 7,311,735
Total assets at beginning of fiscal yearUSD $ 7,849,853
Revenues less expenses for current yearUSD $ -560,357
Revenues less expenses for previous yearUSD $ 311,637
Total expenses for current yearUSD $ 6,225,415
Total expenses for previous yearUSD $ 5,946,964
Other expenses in current yearUSD $ 1,462,087
Other expenses in previous yearUSD $ 1,569,735
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 4,763,328
Employee salary and benefits paid in previous yearUSD $ 4,377,229
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 5,665,058
Total revenue in previous fiscal yearUSD $ 6,258,601
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 3,950
2020-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 6,226,624
Program Service Revenue from current yearUSD $ 6,044,384
Investment Income from prior yearUSD $ 156,056
Investment Income from current yearUSD $ 205,748
Other Revenue from prior yearUSD $ 18,060
Other Revenue from current yearUSD $ 8,469
Gross receipts from all sourcesUSD $ 6,335,045
Net assets / fund balances at end of fiscal yearUSD $ 4,317,964
Net assets / fund balances at beginning of fiscal yearUSD $ 4,033,776
Total liabilities at end of fiscal yearUSD $ 3,531,889
Total liabilities at beginning of fiscal yearUSD $ 3,959,619
Total assets at end of fiscal yearUSD $ 7,849,853
Total assets at beginning of fiscal yearUSD $ 7,993,395
Revenues less expenses for current yearUSD $ 311,637
Revenues less expenses for previous yearUSD $ 287,432
Total expenses for current yearUSD $ 5,946,964
Total expenses for previous yearUSD $ 6,113,308
Other expenses in current yearUSD $ 1,569,735
Other expenses in previous yearUSD $ 1,971,739
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 4,377,229
Employee salary and benefits paid in previous yearUSD $ 4,141,569
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 6,258,601
Total revenue in previous fiscal yearUSD $ 6,400,740
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 6,300
2019-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 5,683,361
Program Service Revenue from current yearUSD $ 6,226,624
Investment Income from prior yearUSD $ 140,916
Investment Income from current yearUSD $ 156,056
Other Revenue from prior yearUSD $ 4,161
Other Revenue from current yearUSD $ 18,060
Gross receipts from all sourcesUSD $ 6,475,713
Net assets / fund balances at end of fiscal yearUSD $ 4,033,776
Net assets / fund balances at beginning of fiscal yearUSD $ 3,699,648
Total liabilities at end of fiscal yearUSD $ 3,959,619
Total liabilities at beginning of fiscal yearUSD $ 2,956,116
Total assets at end of fiscal yearUSD $ 7,993,395
Total assets at beginning of fiscal yearUSD $ 6,655,764
Revenues less expenses for current yearUSD $ 287,432
Revenues less expenses for previous yearUSD $ -39,973
Total expenses for current yearUSD $ 6,113,308
Total expenses for previous yearUSD $ 5,868,411
Other expenses in current yearUSD $ 1,971,739
Other expenses in previous yearUSD $ 1,848,029
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 4,141,569
Employee salary and benefits paid in previous yearUSD $ 4,020,382
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 6,400,740
Total revenue in previous fiscal yearUSD $ 5,828,438
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 16,852
2018-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 35,066
Program Service Revenue from prior yearUSD $ 5,360,873
Program Service Revenue from current yearUSD $ 5,683,361
Investment Income from prior yearUSD $ 98,476
Investment Income from current yearUSD $ 140,916
Other Revenue from prior yearUSD $ 3,844
Other Revenue from current yearUSD $ 4,161
Gross receipts from all sourcesUSD $ 5,887,132
Net assets / fund balances at end of fiscal yearUSD $ 3,699,648
Net assets / fund balances at beginning of fiscal yearUSD $ 3,762,135
Total liabilities at end of fiscal yearUSD $ 2,956,116
Total liabilities at beginning of fiscal yearUSD $ 2,358,192
Total assets at end of fiscal yearUSD $ 6,655,764
Total assets at beginning of fiscal yearUSD $ 6,120,327
Revenues less expenses for current yearUSD $ -39,973
Revenues less expenses for previous yearUSD $ 323,363
Total expenses for current yearUSD $ 5,868,411
Total expenses for previous yearUSD $ 5,139,830
Other expenses in current yearUSD $ 1,848,029
Other expenses in previous yearUSD $ 1,771,880
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 4,020,382
Employee salary and benefits paid in previous yearUSD $ 3,367,950
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 5,828,438
Total revenue in previous fiscal yearUSD $ 5,463,193
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 4,378
2017-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 5,037,967
Program Service Revenue from current yearUSD $ 5,360,873
Investment Income from prior yearUSD $ 114,077
Investment Income from current yearUSD $ 98,476
Other Revenue from prior yearUSD $ 3,819
Other Revenue from current yearUSD $ 3,844
Gross receipts from all sourcesUSD $ 5,463,193
Net assets / fund balances at end of fiscal yearUSD $ 3,762,135
Net assets / fund balances at beginning of fiscal yearUSD $ 3,478,698
Total liabilities at end of fiscal yearUSD $ 2,358,192
Total liabilities at beginning of fiscal yearUSD $ 1,731,443
Total assets at end of fiscal yearUSD $ 6,120,327
Total assets at beginning of fiscal yearUSD $ 5,210,141
Revenues less expenses for current yearUSD $ 323,363
Revenues less expenses for previous yearUSD $ 306,266
Total expenses for current yearUSD $ 5,139,830
Total expenses for previous yearUSD $ 4,849,597
Other expenses in current yearUSD $ 1,771,880
Other expenses in previous yearUSD $ 1,367,462
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 3,367,950
Employee salary and benefits paid in previous yearUSD $ 3,482,135
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 5,463,193
Total revenue in previous fiscal yearUSD $ 5,155,863
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 3,844
2016-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 4,550,680
Program Service Revenue from current yearUSD $ 5,037,967
Investment Income from prior yearUSD $ 42,589
Investment Income from current yearUSD $ 114,077
Other Revenue from prior yearUSD $ 3,850
Other Revenue from current yearUSD $ 3,819
Gross receipts from all sourcesUSD $ 5,155,863
Net assets / fund balances at end of fiscal yearUSD $ 3,478,698
Net assets / fund balances at beginning of fiscal yearUSD $ 3,248,147
Total liabilities at end of fiscal yearUSD $ 1,731,443
Total liabilities at beginning of fiscal yearUSD $ 1,969,283
Total assets at end of fiscal yearUSD $ 5,210,141
Total assets at beginning of fiscal yearUSD $ 5,217,430
Revenues less expenses for current yearUSD $ 306,266
Revenues less expenses for previous yearUSD $ 237,778
Total expenses for current yearUSD $ 4,849,597
Total expenses for previous yearUSD $ 4,359,341
Other expenses in current yearUSD $ 1,367,462
Other expenses in previous yearUSD $ 1,227,159
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 3,482,135
Employee salary and benefits paid in previous yearUSD $ 3,132,182
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 5,155,863
Total revenue in previous fiscal yearUSD $ 4,597,119
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 3,819
2015-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 4,286,657
Program Service Revenue from current yearUSD $ 4,550,680
Investment Income from prior yearUSD $ 26,018
Investment Income from current yearUSD $ 42,589
Other Revenue from prior yearUSD $ 1,979
Other Revenue from current yearUSD $ 3,850
Gross receipts from all sourcesUSD $ 4,597,119
Net assets / fund balances at end of fiscal yearUSD $ 3,248,147
Net assets / fund balances at beginning of fiscal yearUSD $ 3,037,010
Total liabilities at end of fiscal yearUSD $ 1,969,283
Total liabilities at beginning of fiscal yearUSD $ 1,756,897
Total assets at end of fiscal yearUSD $ 5,217,430
Total assets at beginning of fiscal yearUSD $ 4,793,907
Revenues less expenses for current yearUSD $ 237,778
Revenues less expenses for previous yearUSD $ 26,025
Total expenses for current yearUSD $ 4,359,341
Total expenses for previous yearUSD $ 4,288,629
Other expenses in current yearUSD $ 1,227,159
Other expenses in previous yearUSD $ 1,422,206
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 3,132,182
Employee salary and benefits paid in previous yearUSD $ 2,866,423
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 4,597,119
Total revenue in previous fiscal yearUSD $ 4,314,654
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 3,850

Organization Addresses

The following addresses have been detected as associated with Tax Indentification Number 136130873

USA Location Address
1050 17TH STREET, NW, SUITE 725
WASHINGTON
DC
200365503
Date first seen: 2011-04-26
Date last seen: 2017-07-07
USA Mailing Address
1050 17TH STREET, NW, SUITE 725
WASHINGTON
DC
200365503
Date first seen: 2010-07-20
Date last seen: 2015-12-31
USA Location Address
818 CONNECTICUT AVE NW STE 600
WASHINGTON
DC
200062719
Date first seen: 2018-07-26
Date last seen: 2023-10-13
USA Location Address
818 CONNECTICUT AVE NW, SUITE 600
WASHINGTON
DC
20006
Date first seen: 2007-01-01
Date last seen: 2024-08-31
USA Mailing Address
1050 17th Street NW No 725
Washington
DC
20036
Date first seen: 2007-01-01
Date last seen: 2024-09-30
USA Location Address
1050 17TH ST NW STE 725
WASHINGTON
DC
200365514
Date first seen: 2016-10-17
Date last seen: 2016-10-17

Nearby companies/organizations

The following companies are located in the same ZIP code areas:

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