2026-08-03T13:02:39-07:00 2025-12-31 561688300 Foard and Company PA 1347 Harding Place Charlotte NC 28204 990 2025-01-01 222597521 Institute for Portfolio Alternatives Inc INST 2025487190 1455 Pennsylvania Ave NW 400 Washington DC 20004 Anya Coverman President & CEO 2026-08-03 true Terry W Lancaster P00096087 7043721515 2025 2025-03-06 01:10:19Z Anya Coverman 1455 Pennsylvania Ave NW 400 Washington DC 20004 7298126 false X www.ipa.com X 1985 DC Advancing the alternative investments industry by promoting best practices, engaging in regulatory and legislative advocacy, and providing education. 33 33 13 32 0 9208 5000 5449538 7107509 116341 159681 9073 25936 5584160 7298126 0 0 1648562 2079681 0 0 2902412 3695814 4550974 5775495 1033186 1522631 3759764 11393336 630323 6741264 3129441 4652072 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. false false 5029561 Membership Meetings: Membership meetings are held each year to disseminate current industry trends, promote networking opportunities, and provide regulatory updates. 5029561 false false true true false false false false false true false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false true true false false true 15 0 true 13 true false false false false false false false false X 33 33 false false false false true true false true true false false false true true false true true false false false X Kevin Friel 2025487190 1455 Pennsylvania Ave NW Washington DC 20004 Anya Coverman President & CEO 40.00 0.00 X 425000 0 23000 Megan Gavin Director, Strategic Partnerships 40.00 0.00 239065 0 9563 Jeff Evans Director, Government Affairs 40.00 0.00 170000 0 6900 Anh Romero Director, Finance 40.00 0.00 149625 0 6858 Erik Rancatore Senior Director 40.00 0.00 125000 0 5400 Lee York Director, Members 40.00 0.00 124307 0 5272 John McCarthy-resigned Director 0.50 0.00 X 0 0 0 Brendan Cuddihy Director 0.50 0.00 X 0 0 0 Michael Ezzell Director 0.50 0.00 X 0 0 0 Jay Frank Director 0.50 0.00 X 0 0 0 Sean Harris-resigned Director 0.50 0.00 X 0 0 0 James Hannigan Director 0.50 0.00 X 0 0 0 Michael Keogh Director 0.50 0.00 X 0 0 0 Dennis Martin Director 0.50 0.00 X 0 0 0 Patrick McGowan Director 0.50 0.00 X 0 0 0 Liz Jones Director 0.50 0.00 X 0 0 0 Leon Volchyok Director 0.50 0.00 X 0 0 0 Mark Earley Director 0.50 0.00 X 0 0 0 George Stephan Director 0.50 0.00 X 0 0 0 Daniel Cullen Director 0.50 0.00 X 0 0 0 Neal Chansky Director 0.50 0.00 X 0 0 0 Rob Bergdolt Director 0.50 0.00 X 0 0 0 Ali Connaughton Director 0.50 0.00 X 0 0 0 Mark Sutterlin Director 0.50 0.00 X 0 0 0 John Carter Director 0.50 0.00 X 0 0 0 Paul Mumma Director 0.50 0.00 X 0 0 0 Angie Fisher Director 0.50 0.00 X 0 0 0 Michael Sealy-resigned 262 Director 0.50 0.00 X 0 0 0 Dallas Whitaker Director 0.50 0.00 X 0 0 0 Patrick Willis Director 0.50 0.00 X 0 0 0 Scott Napier Director 0.50 0.00 X 0 0 0 Chad LaFauci Director 0.50 0.00 X 0 0 0 Justin Schwartz Director 0.50 0.00 X 0 0 0 Alison Nest Director 0.50 0.00 X 0 0 0 Brian Ruben Director 0.50 0.00 X 0 0 0 Peter Schaffer Director 0.50 0.00 X 0 0 0 Kate Winters Director 0.50 0.00 X 0 0 0 Chirag Bhavsar Past Chair 0.50 0.00 X 0 0 0 Bill Duffy Chair 0.50 0.00 X 0 0 0 Jason Goode Chair Elect 0.50 0.00 X 0 0 0 1232997 56993 6 false true false The Lodge Inc 2692 Circle Dr Newport Beach CA 92663 Marketing/Communication 197616 Mindset Advocacy LLC 455 Massachusetts Avenue Ste 1200 Washington DC 20001 Lobbying 180745 Scopus Financial 1221 Woodside Parkway Silver Spring MD 20910 Regulatory, legislative 106665 The Infrastructure Company 19825-B North Cove Road 1017 Cornelius NC 28031 Financial 133390 4 5000 5000 Membership Dues & Assessments 900099 3830405 3830405 Seminars and Conferences 611430 3277104 3277104 7107509 159681 159681 0 0 0 0 0 0 0 Other 25936 25936 25936 7298126 7133445 159681 X 0 0 0 0 1030011 760209 269802 0 840591 620406 220185 38937 28738 10199 43409 32038 11371 126733 93537 33196 0 8880 8880 11636 11636 1607 1607 0 0 1191903 1130008 61895 0 27888 22954 4934 0 0 0 163587 83691 79896 0 2036675 2036675 0 0 7093 5839 1254 9499 7818 1681 Computer 108349 89180 19169 Subscription & Dues 57086 46986 10100 Bank and Credit Card Fees 41807 41807 Miscellaneous 20000 20000 9804 8068 1736 5775495 5029561 745934 0 2900529 6743879 500929 505640 0 98842 3915060 0 0 0 0 232021 206500 61156 38899 27443 22257 0 0 0 0 0 3759764 11393336 502626 391348 127697 6349916 630323 6741264 X 3129441 4652072 3129441 4652072 3759764 11393336 1522631 X true X false false false 1607 false false false true 3830405 415060 -161024 254036 574561 320525 Part I-A, Line 1 - Direct and Indirect Political Campaign Activities Paid the administrative expenses for the PAC 61156 38899 22257 22257 X X X X X false false false Anh Romero Director, Finance 134625 15000 6858 156483 Anya Coverman President & CEO 275000 150000 23000 448000 Jeff Evans Director, Government Affairs 167500 2500 6900 176900 Megan Gavin Director, Strategic Partnerships 239065 9563 248628 Form 990, Part VI, Section A, Line 6 The organization has members. Form 990, Part VI, Section B, Line 11b The CEO reviews the Form 990 with the Treasurer followed by a review of the Form 990 by the Finance Committee. Form 990, Part VI, Section C, Line 19 The Organization's policies, governance documents and conflict of interest policy are available upon request. Institute for Portfolio Alternatives PAC 1455 Pennsylvania Ave Suite 400 Washington DC 20004 824344154 Political Action Committee MD 527(F)(3) N/A true false false false false false false false false false false false false false false false true false false false Institute for Portfolio Alternatives PAC p 1607