NATIONAL DEFENSE INDUSTRIAL ASSOCIATION Charity Report

Public IRS 990 nonprofit record

NATIONAL DEFENSE INDUSTRIAL ASSOCIATION

EIN 53-0196547 · International, Foreign Affairs & National Security (Q430)

What they do

AS THE WORLDS TRUSTED LEADER IN PROFESSIONAL NATIONAL SECURITY and DEFENSE ASSOCIATIONS, NDIA CONVENES THE MOST THOUGHTFUL and INNOVATIVE LEADERS to ADVANCE and ADVOCATE for BEST PRACTICES, INITIATIVES, and PRODUCTS IN DEFENSE, to ENSURE THE SAFETY and SECURITY of OUR NATION, ITS ALLIES and PARTNERS. NDIA PROVIDES TRUSTED LEADERSHIP THROUGH THE CONVENING and COLLABORATION of GLOBAL LEADERS to SOLVE THE MOST COMPLEX CHALLENGES IN DEFENSE and NATIONAL SECURITY.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $65.90 was reported for mission work. Use the spending picture below and ask what results that work produced.

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 2023The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders100 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

61.12%of revenue went to mission work65.9% of expenses · Program services

$96.05spent for every $100 of revenueRevenue covered expenses this year.

31.61%of revenue went to management and office costs34.1% of expenses

$2.94in assets for every $1 spent this yearSome assets cannot be spent right away.

0.1%of its money came from giftsOther money may come from services or investments.

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.

Pay context: The highest compensation shown in this filing is $1,376,178 for DAVID NORQUIST (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.

Money

Financial picture

Tax year 2023

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.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$36,041,082

Mission workProgram services$22,029,15461.12% of revenue65.9% of expenses

ManagementOffice and general costs$11,391,53031.61% of revenue34.1% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$2,620,3987.27% of revenueShown in gray on the chart

Total expenses$33,420,68492.73% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2023CurrentExpense mix: 65.9% mission · 34.1% management · 0.0% fundraisingTotal expenses: 92.73% of revenue

2022Expense mix: 65.1% mission · 34.9% management · 0.0% fundraisingTotal expenses: 94.62% of revenue

2021Expense mix: 66.5% mission · 33.5% management · 0.0% fundraisingTotal expenses: 97.21% of revenue

2020Expense mix: 58.2% mission · 41.8% management · 0.0% fundraisingTotal expenses: 97.40% of revenue

2019Expense mix: 61.7% mission · 38.3% management · 0.0% fundraisingTotal expenses: 93.04% of revenue

2018Expense mix: 65.6% mission · 34.4% management · 0.0% fundraisingTotal expenses: 99.59% of revenue

2017Expense mix: 67.6% mission · 32.4% management · 0.0% fundraisingTotal expenses: 93.35% of revenue

2016Expense mix: 67.0% mission · 33.0% management · 0.0% fundraisingTotal expenses: 94.87% of revenue

Money in and money out

Revenue$34,794,526

Expenses$33,420,684

Annual surplus $1,373,842 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$22,029,154 · 65.9% of expenses

Management and office costs$11,391,530 · 34.1% of expenses

See all reported dollar amounts

Revenue$34,794,526

Expenses$33,420,684

Assets$98,156,724

Income$50,495,975

Contributions$44,572

Mission work (program services)$22,029,154

Grants given$703,235

Average grant$14,065

Management and general$11,391,530

Stocks and bonds$70,757,455

Accounting fees$87,353

Investing fees$176,136

People

Leadership and board

Tax year 2023

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

DAVID NORQUISTCEO · 40 hrs/week $1,376,178Base $1,366,181 · Other $9,997

JENNIFER STEWARTEVP STRATEGIC PROG & POLICY · 40 hrs/week $505,634Base $497,334 · Other $8,300

JAMES ROBBPRESIDENT-NTSA (UNTIL 11/2023) · 40 hrs/week $378,347Base $371,329 · Other $7,018

ARUN SERAPHINEXECUTIVE DIRECTOR - ETI · 40 hrs/week $365,832Base $357,203 · Other $8,629

CHRISTINE KLEINSR. VP MEETINGS · 40 hrs/week $353,739Base $337,336 · Other $16,403

RACHEL MCCAFFREYSR. VP MEMBERSHIP · 40 hrs/week $318,420Base $310,281 · Other $8,139

SCOTT REKDALSR. VP MARKETING · 40 hrs/week $302,337Base $271,473 · Other $30,864

JAMES BOOZERFORMER EXEC. V.P. (END 4/2023) · 40 hrs/week $278,446Base $278,207 · Other $239

TONY LAWRENCECFO/DIRECTOR OF FINANCE · 40 hrs/week $265,498Base $234,769 · Other $30,729

REBECCA WOSTENBERGRESEARCH FELLOW - ETI · 40 hrs/week $233,847Base $205,949 · Other $27,898

DEBORAH DYSONVP - NTSA · 40 hrs/week $221,590Base $210,690 · Other $10,900

MARK LEWISFORMER EXEC. DIR.-ETI (END 5/2023) · 40 hrs/week $220,443Base $206,671 · Other $13,772

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 (100)

DAVID NORQUISTCEO

JENNIFER STEWARTEVP STRATEGIC PROG & POLICY

JAMES ROBBPRESIDENT-NTSA (UNTIL 11/2023)

ARUN SERAPHINEXECUTIVE DIRECTOR - ETI

CHRISTINE KLEINSR. VP MEETINGS

RACHEL MCCAFFREYSR. VP MEMBERSHIP

SCOTT REKDALSR. VP MARKETING

JAMES BOOZERFORMER EXEC. V.P. (END 4/2023)

TONY LAWRENCECFO/DIRECTOR OF FINANCE

REBECCA WOSTENBERGRESEARCH FELLOW - ETI

DEBORAH DYSONVP - NTSA

MARK LEWISFORMER EXEC. DIR.-ETI (END 5/2023)

LATOSHA HILLCONTROLLER

GUY WALSHEXECUTIVE VICE PRES. (FROM 6/2023)

STEWART MAGNUSONEDITOR - MAGAZINE

TAMMY HOFFMANDIRECTOR IT

AFOLABI OJUMUDIRECTOR

ALLY VERESDIRECTOR

AMY MOTKODIRECTOR

AMY SMITHDIRECTOR

ANGELA M AMBROSEDIRECTOR

ARMANDO LOPEZ JR USA RETDIRECTOR

BETSY SCHMIDDIRECTOR

BRENT WILDASIN USA RETDIRECTOR

BRETT B LAMBERTDIRECTOR

BRIAN E PERRYDIRECTOR

BRUCE GJOVIGDIRECTOR

CURT BECKEMEYERDIRECTOR

DAN SENNOTT USA RETDIRECTOR

DANIEL JAWOROWSKIDIRECTOR

DANIEL WALSH USCG RETDIRECTOR

DAVID CASWELL USAF RETDIRECTOR

DAVID D HALVERSON USA RETDIRECTOR

DEAN HOFFMAN IV USA RETDIRECTOR

DEBBIE OPIEKUNDIRECTOR

GRETCHEN LARSEN IDSINGADIRECTOR

HEATHER HOPKINSDIRECTOR

HUGH WEBSTERSECRETARY

JAMES THOMASDIRECTOR

JAMES M STEVISONDIRECTOR

JAMIE MILLERDIRECTOR

JAY B SILVERIADIRECTOR

JEFFREY JEB NADANERDIRECTOR

JEFFREY W BOHLINGDIRECTOR

JIM SEGELSTROMDIRECTOR

JOHN BEAVERDIRECTOR

JOHN A BONSELLBOARD VICE CHAIR

JOHN CHADBOURNE USA RETDIRECTOR

JOHN COOPER USAF RETDIRECTOR

JOHN WASON USA RETDIRECTOR

JOSEPH DEVOOGHTDIRECTOR

KATHRYN SELBEDIRECTOR

KEN GARBERDIRECTOR

KENNY CUSHINGDIRECTOR

KEVIN S MORTENSEN USAF RETDIRECTOR

KRAIG SIRACUSE USNDIRECTOR

KRIS E MCGUIREDIRECTOR

LAURA MCALEERDIRECTOR

LEE K LEVY II USAF RETDIRECTOR

LEIGH PALMERDIRECTOR

LISA S DISBROWBOARD CHAIR

LOGAN JONESDIRECTOR

LOUIS LAUTERDIRECTOR

MARISA RHODEDIRECTOR

MARK BITTERMANDIRECTOR

MARK CHERRYDIRECTOR

MARTIN WHELAN USAF RETDIRECTOR

MARY SPRINGERDIRECTOR

MATTHEW J KUTADIRECTOR

MEAGAN S LINNDIRECTOR

MEGAN MILAMDIRECTOR

MICHAEL DIETZDIRECTOR

MICHAEL KUIKENDIRECTOR

MICHAEL SMITHDIRECTOR

MICHAEL A NIGGELDIRECTOR

MICHAEL J BAYERIMMEDIATE PAST BOARD CHAIR

MICHELE PEARCE USAF RETDIRECTOR

ML MACKEYDIRECTOR

PATRICIA WARDDIRECTOR

PAUL ARCANGELIDIRECTOR

PAUL DELLANEVEDIRECTOR

PAULA EDWARDSDIRECTOR

PETE FORDDIRECTOR

PETE GIAMBASTIANIDIRECTOR

PETER B TRAINER USAF RETDIRECTOR

REGINALD ROBINSON USAF RETDIRECTOR

RICHARD P FORMICA USA RETDIRECTOR

RICHARD W HUNT USN RETDIRECTOR

ROBERT STEWARTDIRECTOR

ROBERT A GECKLE JRDIRECTOR

ROBERT L SIMMONSDIRECTOR

SCOTT COOPER USMC RETDIRECTOR

SHARON HARDIEDIRECTOR

STEPHEN C HEDGER LTC USARDIRECTOR

SUSANNAH KERRDIRECTOR

TAMARA JACKDIRECTOR

TANIA HANNADIRECTOR

TARA MURPHY DOUGHERTYDIRECTOR

THERESA CAMPOBASSODIRECTOR

THERESA MAYERDIRECTOR

About this charity

Recognized since: January 1928
Location: 2101 WILSON BLVD STE 700, ARLINGTON, VA 22201-3060
County: Arlington
In care of: TONY LAWRENCE
Primary officer: TONY LAWRENCE, DIRECTOR OF FINANCE

How to reach them

WebsiteVisit the charity’s website Phone(703) 522-1820

Filing and classification

Latest tax year: 2023
Tax period began: October 1, 2023
Return type: 990
Tax preparer: GELMAN ROSENBERG & FREEDMAN
NTEE classification: International, Foreign Affairs & National Security (Q430)
Grant-giving organization: Yes