INSTITUTE FOR PORTFOLIO ALTERNATIVESINC
PO BOX 480, ELLICOTT CITY, MD 21041 www.ipa.com

Total Revenue
$3,383,875
Total Expenses
$3,356,359
Net Assets
$1,674,459

Organizations Filed Purposes: NATIONAL ASSOCIATION OF INVESTMENT SPONSORS, BROKER DEALERS, & INDUSTRY PROFESSIONALS ORGANIZED TO ENSURE UNITY OF DIRECTION AND EFFICIENT COORDINATION OF ISSUES RELATING TO STRATEGIES & OPERATIONAL ALIGNMENT IN THEIR OFFER & DISTRIBUTION OF DIRECT INVESTMENTS.

ADVOCATING DIRECT INVESTMENTS THROUGH EDUCATION.

MEMBERSHIP MEETINGS: TWO MEMBERSHIP MEETINGS ARE HELD EACH YEAR TO DISSEMINATE CURRENT INDUSTRY TRENDS AND REGULATORY UPDATES.IN 2019, APPROXIMATELY 946 PEOPLE BENEFITTED FROM ATTENDING MEMBERSHIP MEETINGS.

Executives Listed on Filing

Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing

NameTitleHours Per WeekTotal Salary
Anthony CheresoPRESIDENT/CEO40$389,009
Anya CovermanSVP, GOVT AFFAIRS & GEN CO40$213,941
Matthew TramelCHIEF COMMUNICATION OFFICE40$163,891
Tracy MesterharmASSOC DIR/SECRETARY/TREAS40$150,143
Jerry MontgomeryDIRECTOR OF EDUCATION40$135,966
Daniel WagnerDIRECTOR0.5$0
Leon VolchyokDIRECTOR0.5$0
Rosemarie ThurstonDIRECTOR0.5$0
Jeff TaylorDIRECTOR0.5$0
Michael ReisnerDIRECTOR0.5$0
Michael PaganoDIRECTOR0.5$0
Rick MurphyDIRECTOR0.5$0
Ryan SimsDIRECTOR0.5$0
Leonard SilversteinDIRECTOR0.5$0
Trisha MillerCHAIR ELECT1.5$0
Steve DeangelisDIRECTOR0.5$0
Matt FriesDIRECTOR0.5$0
Daniel WildermuthDIRECTOR0.5$0
Todd Van PeltDIRECTOR0.5$0
Allan SwaringenDIRECTOR0.5$0
Scott SmithDIRECTOR0.5$0
Kevin ShieldsDIRECTOR0.5$0
Nicole PetrosinoDIRECTOR0.5$0
Paul MummaDIRECTOR0.5$0
Neil MenardDIRECTOR0.5$0
Robert JohnsonDIRECTOR0.5$0
Daniel CullenDIRECTOR0.5$0
Michael ChoateDIRECTOR0.5$0
Keith JonesDIRECTOR0.5$0
Gloria NelundDIRECTOR0.5$0
Thayer GallisonDIRECTOR0.5$0
Ella NeylandDIRECTOR1.5$0
Todd LockwoodDIRECTOR0.5$0

Data for this page was sourced from XML published by IRS (public 990 form dataset) from: https://s3.amazonaws.com/irs-form-990/202041429349301804_public.xml