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Alternative And Direct Investment Securities Association Inc

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 510470980 ✦ Indianapolis, IN ✦ Designated as a 501(c)(6)

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Overview

What is Alternative And Direct Investment Securities Association Inc?

Alternative And Direct Investment Securities Association Inc, located in Indianapolis, Indiana, is a national trade organization dedicated to professionals involved in offering and distributing various types of alternative and direct investments. Their primary activities include conducting educational conferences and seminars throughout the year, as well as holding regular membership meetings to inform members and others about non-traded alternative investment issues. With a small team of four employees, the association serves as a valuable resource for professionals in this specific investment sector.


Official website here: www.adisa.org

Is Alternative And Direct Investment Securities Association Inc legitimate?

Alternative And Direct Investment Securities Association Inc is a legitimate nonprofit organization registered as a 501(c)(6) entity. Alternative And Direct Investment Securities Association Inc submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $349,394
Professional Fundraising Fees: $0
Other Salaries and Wages: $431,046

For more financial information, click here


Official website here: www.adisa.org

What is the mission statement of Alternative And Direct Investment Securities Association Inc?

The Alternative and Direct Investment Securities Association serves as a national trade organization, catering to professionals involved in offering and distributing various forms of alternative and direct investments. Its mission, in essence, is to facilitate education and information sharing among its members and related parties, focusing on non-traded alternative investment issues. This is accomplished through annual seminars and conferences, as well as regular membership meetings, which aim to educate and inform participants on relevant topics.


Official website here: www.adisa.org

Who is the CEO of Alternative And Direct Investment Securities Association Inc?

John Harrison is the CEO of Alternative And Direct Investment Securities Association Inc The CEO's salary of Alternative And Direct Investment Securities Association Inc is $309,035 and their total compensation is $349,394.


Official website here: www.adisa.org

What is the revenue of Alternative And Direct Investment Securities Association Inc?

Alternative And Direct Investment Securities Association Inc's revenue in 2023 was $4,750,232.


Official website here: www.adisa.org

Who are the executives of Alternative And Direct Investment Securities Association Inc and what are their salaries?

The average compensation at Alternative And Direct Investment Securities Association Inc during 2023 was $195,110. There are 4 employees and 16 volunteers at Alternative And Direct Investment Securities Association Inc.

Here are 22 key members and their salaries (Alternative And Direct Investment Securities Association Inc's CEO's salary is $309,035 and their total compensation is $349,394):


John Harrison (Executive Director/Ceo)
  • Compensation: $309,035
  • Related: $0
  • Other: $40,359
Tanisha Bibbs (Director Of Business Development & Events)
  • Compensation: $186,853
  • Related: $0
  • Other: $22,751
Erin Balcerzak (Director Of Membership & Data Services)
  • Compensation: $106,570
  • Related: $0
  • Other: $15,020
Michael Underhill (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
John Grady (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Mark Kosanke (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Catherine Bowman (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Angela Barbera (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Sherri Cooke (Immediate Past President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Mat Dellorso (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Matthew Iak (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Karlton Kleis (Director-At-Large)
  • Compensation: $0
  • Related: $0
  • Other: $0
Sylvia Kwan (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Stephen F Lovell (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Greg Mausz (Director-At-Large)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jade Miller (President - Elect)
  • Compensation: $0
  • Related: $0
  • Other: $0
Ann K Moore (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
David Pittman (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jeff Shafer (Director-At-Large)
  • Compensation: $0
  • Related: $0
  • Other: $0
Amanda Teeple (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Brad Updike (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
David Wilson (Director-At-Large)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.adisa.org

Where can I find the form 990 for Alternative And Direct Investment Securities Association Inc?

Alternative And Direct Investment Securities Association Inc's most recent form 990 was submitted in 2023 and can be accessed here.


Official website here: www.adisa.org

Learn more at the official website: www.adisa.org

Mission Statement of Alternative And Direct Investment Securities Association Inc

The Alternative and Direct Investment Securities Association is a prominent national trade organization that serves professionals involved in offering and distributing various forms of alternative and direct investment securities. Its mission, in essence, is to serve as a platform for these professionals, providing them with educational opportunities and resources. To achieve this, the association holds seminars and conferences throughout the year, attracting members and other industry professionals. These events aim to educate and inform attendees about non-traded alternative investment issues. Additionally, the Alternative and Direct Investment Securities Association conducts regular membership meetings, where members can engage in discussions and gain insights related to their field. These meetings serve to keep members updated and well-informed about the latest trends and developments in the alternative investment sector.

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Impact




October, 2024

The Alternative And Direct Investment Securities Association Inc (ADISA) plays a significant role in the landscape of investment professionals by fostering a community that focuses on alternative and direct investments. By providing a platform for education and collaboration, ADISA hosts seminars and conferences that enhance the knowledge and skills of its members, covering a broad range of topics related to non-traded alternative investment issues.

These educational initiatives not only empower member company owners but also create a network of informed professionals who can effectively navigate the complexities of alternative investments. Regular membership meetings facilitate ongoing dialogue and dissemination of critical information, thereby contributing to a more knowledgeable and professional industry.

In addition to its educational impact, ADISA helps to shape industry standards and practices, ultimately benefiting both its members and their clients. By advocating for the interests of investment professionals and promoting best practices, ADISA enhances the overall integrity and professionalism within the alternative investment sector. This contributes to the broader goal of improving community investment opportunities, supporting economic growth, and ensuring that a wide array of investments are accessible to various stakeholders.




This information is meant to be a general summary of Alternative And Direct Investment Securities Association Inc. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$4,750,232 (2023)
Expenses
$4,143,008 (2023)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2023.

  • Investment Income: $159,195
  • Program Service Revenue: $4,590,967
  • Gross Receipts: $4,750,232

Assets and Liabilities:

  • Total Assets: $4,271,776
  • Total Liabilities: $619,656
  • Net Assets: $3,652,120

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Programs

Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

ANNUAL CONFERENCE

Revenue

$2,036,528

SPRING CONFERENCE

Revenue

$1,250,277

DUES AND MEMBERSHIP

Revenue

$884,816

DUE DILIGENCE-REGISTRA

Revenue

$419,346

Organization Details

Founding Year

2003

Principal Officer

John Harrison

NTEE Category

Code: S41 - Community improvement

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