INSTITUTE FOR DEFENSE ANALYSES Charity Report

Public IRS 990 nonprofit record

INSTITUTE FOR DEFENSE ANALYSES

EIN 53-0233247 · Science & Technology (U050)

What they do

THE INSTITUTE for DEFENSE ANALYSES is ORGANIZED for THE PURPOSE of APPLIED RESEARCH. THE INSTITUTE for DEFENSE ANALYSES PROVIDES INDEPENDENT and OBJECTIVE SCIENTIFIC and TECHNOLOGICAL EXPERTISE to ASSIST NATIONAL SECURITY DECISION-MAKERS IN ADDRESSING URGENT and CHALLENGING ISSUES.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $89.70 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 leaders26 people are listed in the latest report.

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

Money made simple

85.49%of revenue went to mission work89.7% of expenses · Program services

$95.32spent for every $100 of revenueRevenue covered expenses this year.

9.83%of revenue went to management and office costs10.3% of expenses

$1.82in 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 $923,603 for NORTON SCHWARTZ (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$350,297,874

Mission workProgram services$299,462,09885.49% of revenue89.7% of expenses

ManagementOffice and general costs$34,439,7219.83% of revenue10.3% of expenses

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

Revenue left after expensesReported annual surplus$16,396,0554.68% of revenueShown in gray on the chart

Total expenses$333,901,81995.32% 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: 89.7% mission · 10.3% management · 0.0% fundraisingTotal expenses: 95.32% of revenue

2022Expense mix: 86.8% mission · 13.2% management · 0.0% fundraisingTotal expenses: 105.53% of revenue

2021Expense mix: 88.3% mission · 11.7% management · 0.0% fundraisingTotal expenses: 92.21% of revenue

2020Expense mix: 89.1% mission · 10.9% management · 0.0% fundraisingTotal expenses: 91.65% of revenue

2019Expense mix: 92.0% mission · 8.0% management · 0.0% fundraisingTotal expenses: 98.13% of revenue

2018Expense mix: 92.3% mission · 7.7% management · 0.0% fundraisingTotal expenses: 97.66% of revenue

2016Expense mix: 93.0% mission · 7.0% management · 0.0% fundraisingTotal expenses: 89.52% of revenue

2015Expense mix: 92.0% mission · 8.0% management · 0.0% fundraisingTotal expenses: 95.03% of revenue

Money in and money out

Revenue$350,297,874

Expenses$333,901,819

Annual surplus $16,396,055 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)$299,462,098 · 89.7% of expenses

Management and office costs$34,439,721 · 10.3% of expenses

See all reported dollar amounts

Revenue$350,297,874

Expenses$333,901,819

Assets$607,882,247

Income$360,102,271

Contributions$262,416

Mission work (program services)$299,462,098

Management and general$34,439,721

Executive compensation (total)$1,401,313

Stocks and bonds$248,441,232

Accounting fees$1,966,263

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

NORTON SCHWARTZCEO · 40 hrs/week $923,603Base $834,467 · Other $89,136

LINDA HUNTTVICE PRESIDENT, MANAGEMENT · 40 hrs/week $556,421Base $479,414 · Other $77,007

LAURA BALDWINVICE PRESIDENT, PROGRAMS · 40 hrs/week $473,149Base $402,648 · Other $70,501

RYAN GARIBALDIDIRECTOR, CCRL · 40 hrs/week $450,116Base $368,799 · Other $81,317

WAYNE M RASKINDDIRECTOR, CCRP · 40 hrs/week $432,771Base $352,467 · Other $80,304

MARGARET MYERSDIRECTOR, ITSD · 40 hrs/week $431,296Base $376,296 · Other $55,000

MARTIN FRANKEDIR., INFO TECH AND SECURITY/CIO · 40 hrs/week $428,054Base $355,092 · Other $72,962

VINCENT LILLARDDIRECTOR, OED · 40 hrs/week $421,021Base $342,896 · Other $78,125

TAD WHITEDIRECTOR, CCS · 40 hrs/week $406,234Base $362,199 · Other $44,035

MARIO WONG JRDIR., FINANCE/ADMIN, CFO & TREAS. · 40 hrs/week $259,335Base $230,166 · Other $29,169

CHARLES JACOBY JRTRUSTEE · 4 hrs/week $54,000

RICHARD LEDGETT JRTRUSTEE · 4 hrs/week $41,125

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 (26)

NORTON SCHWARTZCEO

LINDA HUNTTVICE PRESIDENT, MANAGEMENT

LAURA BALDWINVICE PRESIDENT, PROGRAMS

RYAN GARIBALDIDIRECTOR, CCRL

WAYNE M RASKINDDIRECTOR, CCRP

MARGARET MYERSDIRECTOR, ITSD

MARTIN FRANKEDIR., INFO TECH AND SECURITY/CIO

VINCENT LILLARDDIRECTOR, OED

TAD WHITEDIRECTOR, CCS

MARIO WONG JRDIR., FINANCE/ADMIN, CFO & TREAS.

CHARLES JACOBY JRTRUSTEE

RICHARD LEDGETT JRTRUSTEE

MARY REEDTRUSTEE

JOHN PAXTONTRUSTEE

ELLEN WILLIAMSTRUSTEE

DEBORAH MCWHINNEYTRUSTEE

ANN R KARAGOZIANTRUSTEE

RICHARD MURRAYTRUSTEE

ERIC OLSONTRUSTEE

ANA I ANTONTRUSTEE

DOUGLAS FRASERTRUSTEE

PRESTON GERENTRUSTEE

STEVEN KOONINTRUSTEE

CLAUDE KEHLERTRUSTEE (BEG. 11/23)

WILLIAM DALLYTRUSTEE (BEG. 12/23)

LYNN H MCMAHONTRUSTEE (BEG. 06/24)

About this charity

Recognized since: January 1957
Location: 730 EAST GLEBE ROAD, ALEXANDRIA, VA 223053086
County: City of Alexandria
In care of: RONALD JOLLY SR
Primary officer: RONALD JOLLY SR, VP, CORPORATE OPERATIONS

How to reach them

WebsiteVisit the charity’s website Phone(703) 845-2000

Filing and classification

Latest tax year: 2023
Tax period began: October 1, 2023
Return type: 990
Tax preparer: DELOITTE TAX LLP
NTEE classification: Science & Technology (U050)