Public Charity

Institute for Portfolio Alternatives Inc

Institute for Portfolio Alternatives Inc is a nonprofit organization categorized as Public Charity based in Washington, DC. Its most recent IRS filing (2025) reports revenue of $7.3M, expenses of $5.8M, total assets of $11.4M.

EIN: 222597521 Washington, DC Latest filing: 2025
Total Revenue$7.3M
Total Expenses$5.8M
Total Assets$11.4M
Grant Records0
Filing Years2021–2025

Mission

National association of asset managers, industry partners, and distribution partners organized to ensure unity of direction and efficient coordination of issues relating to strategies & operational alignment in their offer & distribution of alternative investments.

Where $100 goes at Institute for Portfolio Alternatives Inc

How Institute for Portfolio Alternatives Inc divides every $100 it spends, from its own Form 990 filings, averaged across 8 years.

$87 Programs the work itself
$13 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $87 for programs

$87
Membership Meetings
All program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

Director Ali Connaughton
Director Alison Nest
Director Angie Fisher
Director, Finance Anh Romero
President & CEO Anya Coverman
Chair Bill Duffy

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2025 $7.3M $5.8M $11.4M
2024 $5.6M $4.6M $3.8M
2023 $4.8M $4.2M $2.4M
2022 $4.6M $4.2M $1.8M
2021 $3.5M $3.6M $1.5M

Between 2021 and 2025, reported annual revenue grew from $3.5M to $7.3M (+106%), with total assets most recently reported at $11.4M.

Interactive year-over-year charts and full filing details available with membership.

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