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← INSTITUTE FOR DEFENSE ANALYSES

Form 990 for tax year 2024

Filed by INSTITUTE FOR DEFENSE ANALYSES.

Totals

Total revenue
$344,675,047
Total expenses
$341,008,262
Contributions and grants received
$10,000
Grants paid
$0
Program service revenue
$345,350,429
Investment income
-$685,382
Other revenue
$0
Total assets, end of year
$631,663,759
Total liabilities, end of year
$299,867,164
Net assets or fund balances, end of year
$331,796,595
Program services expenses (Part IX)
$308,989,935
Management and general expenses
$32,018,327
Fundraising expenses
$0
Program service expenses (Part III)
$308,989,935

Program services were 90.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $10,000

  • 2a · Program service revenue: ANALYSES FOR FED GOV'T

    total $345,350,429 · related or exempt $345,350,429

  • 3 · Investment income

    total $7,238,453 · excluded $7,238,453

  • 7a · Gross sales of assets other than inventory

    securities $54,943,600

  • 7b · Less cost or other basis and sales expenses

    securities $60,468,820 · other assets $2,398,615

  • 7c · Gain or loss

    securities -$5,525,220 · other assets -$2,398,615

  • 7d · Net gain or loss

    total -$7,923,835 · excluded -$7,923,835

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $4,159,505 · management and general $4,159,505

  • 7 · Other salaries and wages

    total $182,603,518 · program services $174,775,715 · management and general $7,827,803

  • 8 · Pension plan contributions

    total $19,667,215 · program services $17,503,821 · management and general $2,163,394

  • 9 · Other employee benefits

    total $38,063,937 · program services $37,343,773 · management and general $720,164

  • 10 · Payroll taxes

    total $12,964,266 · program services $14,394,830 · management and general -$1,430,564

  • 11b · Fees: legal

    total $253,819 · management and general $253,819

  • 11c · Fees: accounting

    total $2,329,876 · management and general $2,329,876

  • 11g · Fees: other

    total $6,833,095 · program services $5,799,648 · management and general $1,033,447

  • 13 · Office expenses

    total $2,694,383 · program services $2,382,888 · management and general $311,495

  • 14 · Information technology

    total $22,342,258 · program services $19,850,689 · management and general $2,491,569

  • 16 · Occupancy

    total $13,392,369 · program services $12,849,477 · management and general $542,892

  • 17 · Travel

    total $10,246,735 · program services $10,153,891 · management and general $92,844

  • 19 · Conferences, conventions and meetings

    total $708,059 · program services $675,341 · management and general $32,718

  • 20 · Interest

    total $10,488,691 · management and general $10,488,691

  • 22 · Depreciation, depletion and amortization

    total $13,355,101 · program services $13,259,862 · management and general $95,239

  • 23 · Insurance

    total $905,435 · management and general $905,435

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $49,198,588 · end of year $42,544,643

  • 4 · Accounts receivable

    beginning of year $20,451,777 · end of year $26,549,958

  • 9 · Prepaid expenses and deferred charges

    beginning of year $18,488,999 · end of year $16,998,047

  • 10a · Land, buildings and equipment: cost or other basis

    $349,785,226

  • 10b · Land, buildings and equipment: accumulated depreciation

    $92,928,164

  • 10c · Land, buildings and equipment, net

    beginning of year $262,188,968 · end of year $256,857,062

  • 11 · Investments: publicly traded securities

    beginning of year $248,441,232 · end of year $275,049,140

  • 15 · Other assets

    beginning of year $9,112,683 · end of year $13,664,909

  • 17 · Accounts payable and accrued expenses

    beginning of year $48,284,771 · end of year $47,209,308

  • 20 · Tax-exempt bond liabilities

    beginning of year $241,320,445 · end of year $235,491,361

  • 25 · Other liabilities

    beginning of year $15,708,179 · end of year $17,166,495

  • 27 · Net assets without donor restrictions

    beginning of year $302,568,852 · end of year $331,796,595

Mission and programs · 2024

Mission

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.

  • INSTITUTE FOR DEFENSE ANALYSES (IDA) CONDUCTS RESEARCH AND DEVELOPMENT ACTIVITIES FOR THE DEPARTMENT OF DEFENSE AND OTHER FEDERAL DEPARTMENTS AND AGENCIES. THE IDA SYSTEMS AND ANALYSES CENTER ASSISTS THE OFFICE OF THE SECRETARY OF DEFENSE, THE JOINT STAFF, THE COMBATANT COMMANDS AND DEFENSE AGENCIES; THE IDA CENTER FOR COMMUNICATIONS AND COMPUTING ASSISTS THE NATIONAL SECURITY AGENCY; THE SCIENCE AND TECHNOLOGY POLICY INSTITUTE PROVIDES ANALYTIC SUPPORT FOR THE OFFICE OF SCIENCE AND TECHNOLOGY POLICY IN THE EXECUTIVE OFFICE OF THE WHITE HOUSE.

    Expenses $308,989,935 · Revenue $345,350,429

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Norton Schwartz

    CEO

    Total calculated
    $957,006
    From this org
    $863,671
    From related orgs
    $0
    Other
    $93,335
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $540,671
    Bonus
    $150,000
    Other
    $173,000
    Deferred
    $69,000
    Nontaxable benefits
    $24,335
    Filer's total
    $957,006

  • Linda Huntt

    VP, MANAGEMENT (END 01/25)

    Total calculated
    $574,595
    From this org
    $493,893
    From related orgs
    $0
    Other
    $80,702
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $400,893
    Bonus
    $70,000
    Other
    $23,000
    Deferred
    $69,000
    Nontaxable benefits
    $11,702
    Filer's total
    $574,595

  • Laura Baldwin

    VICE PRESIDENT, PROGRAMS

    Total calculated
    $543,244
    From this org
    $456,181
    From related orgs
    $0
    Other
    $87,063
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $412,681
    Bonus
    $40,000
    Other
    $3,500
    Deferred
    $51,750
    Nontaxable benefits
    $35,313
    Filer's total
    $543,244

  • Ryan Garibaldi

    DIRECTOR, CCRL

    Total calculated
    $468,641
    From this org
    $383,411
    From related orgs
    $0
    Other
    $85,230
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $325,411
    Bonus
    $35,000
    Other
    $23,000
    Deferred
    $50,025
    Nontaxable benefits
    $35,205
    Filer's total
    $468,641

  • Mario Wong Jr

    DIR., CFO & TREAS. (END 07/25)

    Total calculated
    $453,442
    From this org
    $370,659
    From related orgs
    $0
    Other
    $82,783
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $330,659
    Bonus
    $40,000
    Other
    $0
    Deferred
    $47,470
    Nontaxable benefits
    $35,313
    Filer's total
    $453,442

  • Wayne M Raskind

    DIRECTOR, CCRP

    Total calculated
    $450,739
    From this org
    $365,401
    From related orgs
    $0
    Other
    $85,338
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $322,401
    Bonus
    $20,000
    Other
    $23,000
    Deferred
    $50,025
    Nontaxable benefits
    $35,313
    Filer's total
    $450,739

  • Martin Franke

    DIR., INFO TECH AND SECURITY/CIO

    Total calculated
    $445,118
    From this org
    $368,836
    From related orgs
    $0
    Other
    $76,282
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $332,836
    Bonus
    $36,000
    Other
    $0
    Deferred
    $50,975
    Nontaxable benefits
    $25,307
    Filer's total
    $445,118

  • Margaret Myers

    DIRECTOR, ITSD

    Total calculated
    $444,836
    From this org
    $387,341
    From related orgs
    $0
    Other
    $57,495
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $329,341
    Bonus
    $35,000
    Other
    $23,000
    Deferred
    $56,925
    Nontaxable benefits
    $570
    Filer's total
    $444,836

  • Vincent Lillard

    DIRECTOR, STD

    Total calculated
    $443,965
    From this org
    $361,965
    From related orgs
    $0
    Other
    $82,000
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $306,365
    Bonus
    $40,000
    Other
    $15,600
    Deferred
    $46,795
    Nontaxable benefits
    $35,205
    Filer's total
    $443,965

  • Mary J Kelley

    DIRECTOR, CCS

    Total calculated
    $425,654
    From this org
    $383,577
    From related orgs
    $0
    Other
    $42,077
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $350,577
    Bonus
    $10,000
    Other
    $23,000
    Deferred
    $39,986
    Nontaxable benefits
    $2,091
    Filer's total
    $425,654

  • Daniel Chiu

    DIRECTOR, JAWD

    Total calculated
    $395,400
    From this org
    $315,548
    From related orgs
    $0
    Other
    $79,852
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $272,548
    Bonus
    $20,000
    Other
    $23,000
    Deferred
    $44,540
    Nontaxable benefits
    $35,312
    Filer's total
    $395,400

  • Heather Wojton

    DIRECTOR, OED

    Total calculated
    $379,847
    From this org
    $303,460
    From related orgs
    $0
    Other
    $76,387
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $278,460
    Bonus
    $25,000
    Other
    $0
    Deferred
    $41,075
    Nontaxable benefits
    $35,312
    Filer's total
    $379,847

  • Deborah McWhinney

    TRUSTEE

    Total calculated
    $41,250
    From this org
    $41,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Charles Jacoby Jr

    TRUSTEE (END 04/25)

    Total calculated
    $38,750
    From this org
    $38,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • John Paxton

    TRUSTEE

    Total calculated
    $31,375
    From this org
    $31,375
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Mary Reed

    TRUSTEE (END 04/25)

    Total calculated
    $29,000
    From this org
    $29,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Claude Kehler

    TRUSTEE

    Total calculated
    $27,750
    From this org
    $27,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Ann R Karagozian

    TRUSTEE

    Total calculated
    $27,750
    From this org
    $27,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • William Dally

    TRUSTEE

    Total calculated
    $22,750
    From this org
    $22,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Eric Olson

    TRUSTEE

    Total calculated
    $21,500
    From this org
    $21,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Ellen Williams

    TRUSTEE

    Total calculated
    $21,000
    From this org
    $21,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Richard Murray

    TRUSTEE

    Total calculated
    $20,250
    From this org
    $20,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Douglas Fraser

    TRUSTEE

    Total calculated
    $20,000
    From this org
    $20,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Raanan Horowitz

    TRUSTEE

    Total calculated
    $18,500
    From this org
    $18,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Lynn H McMahon

    TRUSTEE

    Total calculated
    $18,500
    From this org
    $18,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Ana I Anton

    TRUSTEE (END 11/24)

    Total calculated
    $9,250
    From this org
    $9,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Daniel Hokanson

    TRUSTEE (BEG. 10/24)

    Total calculated
    $4,000
    From this org
    $4,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Darrell Long

    TRUSTEE (BEG. 04/25)

    Total calculated
    $0
    Hours/week
    4

  • Luz Martinez-Gonzalez

    DIR., CFO & TREAS. (BEG. 09/25)

    Total calculated
    $0
    Hours/week
    40

  • Ronald Jolly Sr

    VP, CORP. OPERATIONS (BEG. 01/25)

    Total calculated
    $0
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B
INSTITUTE FOR DEFENSE ANALYSES OFFERS A DEFERRED COMPENSATION ARRANGEMENT FOR AN EXECUTIVE SUBJECT TO IRS CODE SECTION 457(F). THE EXECUTIVE'S RIGHTS TO HIS ACCOUNT SHALL BECOME 100% VESTED AS OF THE FIFTH ANNIVERSARY OF THE AGREEMENT (DATED OCTOBER 2019). THE FOLLOWING INDIVIDUAL RECEIVED SUPPLEMENTAL NON-QUALIFIED PLAN PAYMENTS DURING THE CALENDAR YEAR: NORTON SCHWARTZ - $150,000
PART I, LINE 7
INSTITUTE FOR DEFENSE ANALYSES USES PERFORMANCE MANAGEMENT TO ASSESS EACH EXECUTIVE'S PERFORMANCE. VARIABLE COMPENSATION (I.E. EXECUTIVE BONUS) REFLECTS ACHIEVEMENT OF EXPLICIT, MEASURABLE OBJECTIVES.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
15 August 2026
IRS schema version
2024v5.5
Source object
202622279349300602

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