INVESTMENT ADVISER ASSOCIATION
EIN 13-6130873 · Labor Unions (J40)
What they do
to Be The Leading Industry Organization: A. Promoting High Standards of Fiduciary Duty, Integrity, Public Responsibility, and Competence In The Investment Advisory Profession. B. Providing Effective, Quality Representation of The Investment Advisory Profession With Respect to The Development, Formulation, and Enactment of Legislation, Regulations, and Other Policies Relating to Investment Advisers. C. Offering Benefits, Services, and Resources That Assist and Add Value for Member Firms.
Should I give to this charity?
Basic public information is available, but it is not enough to judge how well donations are used. Ask the charity for a current spending breakdown and results.
Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.
Basic facts we verified
IRS warning checkNo IRS revocation warning appears in this data.
Money report from 2024The charity has a recent tax report to read.
They explain their jobThe charity tells us what it is trying to do.
They name their leaders30 people are listed in the latest report.
You can reach themThey list contact information, so you can ask questions.
Money made simple
Ask these three easy questions
- Who did you help? Ask for a recent story or report that shows real results.
- What will my money do? Ask exactly what your gift will pay for.
- Is this really the charity? Give only through its official website or confirmed phone number.
Worth asking: Expenses exceeded revenue by $267,930 this year. Ask whether that was planned or caused by a one-time event.
Pay context: The highest compensation shown in this filing is $601,439 for KAREN L BARR (PRESIDENT & CEO). Compare pay with organizations of similar size and complexity.
Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.
Financial picture
A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.
Money in and money out
See all reported dollar amounts
Leadership and board
Names, titles, time, and compensation below are reported by the organization on its Form 990.
People reported as paid
Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.
See everyone listed on the board or leadership roster (30)
KAREN L BARRPRESIDENT & CEO
GAIL C BERNSTEINSECRETARY & GENERAL COUNSEL
LAURA GROSSMANASSOCIATE GENERAL COUNSEL
MONIQUE BOTKINASSOCIATE GENERAL COUNSEL
NEIL SIMONVP, GOVERNMENT RELATIONS
WILLIAM NELSONASSOCIATE GENERAL COUNSEL
SANJAY LAMBAASSOCIATE GENERAL COUNSEL
REBEKAH KOHMESCHERBOARD MEMBER
PETER TUZBOARD MEMBER
R KELLY WILLIAMSTREASURER
RANA WRIGHTBOARD MEMBER
RANDY CONNERBOARD MEMBER
MAUREEN QUIGLEYBOARD MEMBER
ROBERT MAIRSBOARD MEMBER
SONIA KOWALBOARD MEMBER
STEVEN WILKESBOARD MEMBER
YVETTE GARCIAPAST CHAIR
MELISSA CARLUCCIBOARD MEMBER
ALISON BAURCHAIR
LAURA DRYNANBOARD MEMBER
JEFF SCHWEONBOARD MEMBER
JAMES FEBEOBOARD MEMBER
GWEN REINKEBOARD MEMBER
GEOFFREY ALEXANDERVICE CHAIR
CHRISTINE MORGANBOARD MEMBER
CATHERINE HALBERSTADTBOARD MEMBER
CARLOTTA KINGBOARD MEMBER
BRET HESTERBOARD MEMBER
BILL ROBERTSBOARD MEMBER
BENJAMIN ALDENBOARD MEMBER
About this charity
- Recognized since
- January 1948
- Location
- 818 CONNECTICUT AVE NW SUITE 60, WASHINGTON, DC 20006-2702
- County
- District of Columbia
- In care of
- Karen L Barr
- Primary officer
- Karen L Barr, President & CEO
How to reach them
Filing and classification
- Latest tax year
- 2024
- Tax period began
- January 1, 2024
- Return type
- 990
- Tax preparer
- ROGERS & COMPANY PLLC
- NTEE classification
- Labor Unions (J40)
- IRS tax category
- Labor Unions