Institute For Portfolio Alternatives Inc
Institute For Portfolio Alternatives Inc: Strong Revenue Growth, but Transparency Lacking
EIN: 222597521 · Washington, DC · Updated: 2026-04-04
| Metric | Value |
|---|---|
| Total Revenue | $5.6M |
| Total Expenses | $4.2M |
| Program Spending | 75% |
| Net Assets | $2.1M |
| Transparency Score | 75/100 |
Is Institute For Portfolio Alternatives Inc Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Institute For Portfolio Alternatives Inc directs 75% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Institute For Portfolio Alternatives Inc
Institute For Portfolio Alternatives Inc (EIN: 222597521) is a nonprofit organization based in Washington, DC. The organization reported total revenue of $5.6M and total assets of $3.8M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Institute For Portfolio Alternatives Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Institute For Portfolio Alternatives Inc is a mid-size nonprofit that has been operating for 40 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 6.9%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $4.8M |
| Total Expenses | $4.2M |
| Surplus / Deficit | +$652K |
| Total Assets | $2.4M |
| Total Liabilities | $278K |
| Net Assets | $2.1M |
| Operating Margin | 13.5% |
| Debt-to-Asset Ratio | 11.7% |
| Months of Reserves | 6.8 months |
Financial Health Grade: A
In 2023, Institute For Portfolio Alternatives Inc reported a surplus of $652K with revenue exceeding expenses, holds 6.8 months of operating reserves (strong position), has a debt-to-asset ratio of 11.7% (very low leverage).
Financial Trends
Over 13 years of filings (2011–2023), Institute For Portfolio Alternatives Inc's revenue has grown at a compound annual growth rate (CAGR) of 6.9%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +5.8% | +0.6% | +33.1% |
| 2022 | +29.5% | +17.0% | +22.2% |
| 2021 | +85.4% | +32.9% | +9.4% |
| 2020 | -43.6% | -20.2% | -31.2% |
| 2019 | -1.3% | +8.6% | +0.5% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 2000 |
| IRS Ruling Date | 1986 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Institute For Portfolio Alternatives Inc with a Mission Score of 75 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 15%
- programs: 75%
- fundraising: 10%
According to IRS 990 filings, Institute For Portfolio Alternatives Inc allocates its expenses as follows: admin: 15%, programs: 75%, fundraising: 10%. With 75% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $652K, with revenue exceeding expenses.
- Debt-to-asset ratio: 11.7%.
Executive Compensation Analysis
Executive compensation information is not explicitly detailed in the provided data, making a specific assessment difficult without further filings.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Institute For Portfolio Alternatives Inc's IRS 990 filings:
- Lack of detailed program spending breakdown makes it difficult to fully assess efficiency.
- No clear public reporting on program outcomes or impact.
Strengths
The following positive indicators were identified for Institute For Portfolio Alternatives Inc:
- Consistent revenue growth over the past several years, from $1,906,864 in 2020 to $5,584,160 in 2023.
- Healthy asset base, growing from $1,334,951 in 2020 to $3,759,764 in 2023.
Frequently Asked Questions about Institute For Portfolio Alternatives Inc
Is Institute For Portfolio Alternatives Inc a legitimate charity?
Institute For Portfolio Alternatives Inc (EIN: 222597521) is a registered tax-exempt nonprofit based in Washington DC. Our AI analysis gives it a Mission Score of 75/100. It has 13 years of IRS 990 filings on record. Total revenue: $5.6M. 2 red flags identified. 2 strengths noted. Financial health grade: A.
How does Institute For Portfolio Alternatives Inc spend its money?
Institute For Portfolio Alternatives Inc directs 75% of its spending to programs and services. Fundraising costs 10%. This exceeds the 65% industry benchmark.
Are donations to Institute For Portfolio Alternatives Inc tax-deductible?
Institute For Portfolio Alternatives Inc is registered as a tax-exempt nonprofit (EIN: 222597521). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Institute For Portfolio Alternatives Inc's spending goes to programs?
Institute For Portfolio Alternatives Inc directs 75% to programs, 10% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
Where is Institute For Portfolio Alternatives Inc located?
Institute For Portfolio Alternatives Inc is headquartered in Washington, Washington DC and files with the IRS under EIN 222597521.
How many years of IRS 990 filings does Institute For Portfolio Alternatives Inc have?
Institute For Portfolio Alternatives Inc has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $5.6M in total revenue.
What does Institute For Portfolio Alternatives Inc do?
Institute For Portfolio Alternatives Inc is a nonprofit organization in the Unknown sector, located in Washington, District of Columbia. It is classified under NTEE code Unknown.
How much revenue does Institute For Portfolio Alternatives Inc have?
Institute For Portfolio Alternatives Inc reported total revenue of $5,584,160. Based on 13 IRS 990 filings on record.
What are Institute For Portfolio Alternatives Inc's total assets?
Institute For Portfolio Alternatives Inc holds total assets of $3,759,764 as reported in IRS 990 filings.
Where is Institute For Portfolio Alternatives Inc located?
Institute For Portfolio Alternatives Inc is based in Washington, District of Columbia.
What is Institute For Portfolio Alternatives Inc's EIN?
Institute For Portfolio Alternatives Inc's Employer Identification Number (EIN) is 222597521. This is the unique tax ID assigned by the IRS for tax-exempt organizations.
What type of nonprofit is Institute For Portfolio Alternatives Inc?
Institute For Portfolio Alternatives Inc is classified under NTEE code Unknown (Unknown).
Is Institute For Portfolio Alternatives Inc a registered 501(c)(3)?
Institute For Portfolio Alternatives Inc appears in IRS records (EIN: 222597521). Check the IRS Tax Exempt Organization Search for the most current determination letter status.
Does Institute For Portfolio Alternatives Inc file IRS Form 990?
Yes, Institute For Portfolio Alternatives Inc has 13 IRS Form 990 filings on record. The most recent covers tax period 202312.
What was Institute For Portfolio Alternatives Inc's revenue in 2023?
In the 202312 filing period, Institute For Portfolio Alternatives Inc reported total revenue of $4,841,673, total expenses of $4,190,015, and net assets of $2,374,020.
Is Institute For Portfolio Alternatives Inc's revenue growing or declining?
Institute For Portfolio Alternatives Inc's revenue is growing. Revenue went from $4,576,207 (202212) to $4,841,673 (202312), a +5.8% change. Based on 13 filings on record.
What is Institute For Portfolio Alternatives Inc's most recent 990 filing?
The most recent IRS Form 990 filing for Institute For Portfolio Alternatives Inc covers tax period 202312. It shows revenue of $4,841,673, expenses of $4,190,015, total assets of $2,374,020, and liabilities of $277,765.
How much does Institute For Portfolio Alternatives Inc spend on programs vs administration?
Based on IRS 990 analysis, Institute For Portfolio Alternatives Inc allocates approximately 75% of expenses to program services, 15% to administrative costs, and 10% to fundraising. This indicates strong program focus.
Is Institute For Portfolio Alternatives Inc a trustworthy charity?
Based on AI analysis of IRS 990 data, Institute For Portfolio Alternatives Inc appears trustworthy. Mission Score: 75/100 (Good). 2 red flags identified. 2 strengths noted.
What are the red flags for Institute For Portfolio Alternatives Inc?
The following concerns were identified: Lack of detailed program spending breakdown makes it difficult to fully assess efficiency.. No clear public reporting on program outcomes or impact.. These flags are based on automated analysis of IRS 990 public filings and should be verified independently.
What are Institute For Portfolio Alternatives Inc's strengths?
Positive indicators for Institute For Portfolio Alternatives Inc include: Consistent revenue growth over the past several years, from $1,906,864 in 2020 to $5,584,160 in 2023.. Healthy asset base, growing from $1,334,951 in 2020 to $3,759,764 in 2023.. These findings are derived from AI analysis of the organization's financial filings.
How does Institute For Portfolio Alternatives Inc compensate executives?
Executive compensation information is not explicitly detailed in the provided data, making a specific assessment difficult without further filings. Executive compensation data is sourced from IRS 990 filings, which require disclosure of officer, director, and key employee pay.
Given the significant revenue growth, how has the organization scaled its programmatic activities and what specific initiatives have been funded?
While revenue has grown substantially, the provided data does not offer specific details on how this growth translates into new or expanded programmatic initiatives, making it challenging to assess the direct impact of increased funding.
Filing History
IRS 990 filing history for Institute For Portfolio Alternatives Inc showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Institute For Portfolio Alternatives Inc's revenue has grown by 121.8%, moving from $2.2M to $4.8M. Total assets increased by 13.7% over the same period, from $2.1M to $2.4M. Total functional expenses rose by 101.1%, from $2.1M to $4.2M. In its most recent filing year (2023), Institute For Portfolio Alternatives Inc reported a surplus of $652K, with revenue exceeding expenses. The organization holds $278K in liabilities against $2.4M in assets (debt-to-asset ratio: 11.7%), resulting in net assets of $2.1M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $4.8M | $4.2M | $2.4M | $278K | — | View 990 |
| 2022 | $4.6M | $4.2M | $1.8M | $491K | — | — |
| 2021 | $3.5M | $3.6M | $1.5M | $580K | — | View 990 |
| 2020 | $1.9M | $2.7M | $1.3M | $431K | — | View 990 |
| 2019 | $3.4M | $3.4M | $1.9M | $266K | — | View 990 |
| 2018 | $3.4M | $3.1M | $1.9M | $284K | — | View 990 |
| 2017 | $3.2M | $3.0M | $1.6M | $289K | — | View 990 |
| 2016 | $2.6M | $2.3M | $1.3M | $232K | — | View 990 |
| 2015 | $2.7M | $2.7M | $1.0M | $308K | — | View 990 |
| 2014 | $2.2M | $2.7M | $1.1M | $455K | — | View 990 |
| 2013 | $2.2M | $2.7M | $1.3M | $171K | — | View 990 |
| 2012 | $2.2M | $2.4M | $1.9M | $130K | — | View 990 |
| 2011 | $2.2M | $2.1M | $2.1M | $123K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $4.8M, expenses of $4.2M, and assets of $2.4M (revenue +5.8% year-over-year).
- 2022: Revenue of $4.6M, expenses of $4.2M, and assets of $1.8M (revenue +29.5% year-over-year).
- 2021: Revenue of $3.5M, expenses of $3.6M, and assets of $1.5M (revenue +85.4% year-over-year).
- 2020: Revenue of $1.9M, expenses of $2.7M, and assets of $1.3M (revenue -43.6% year-over-year).
- 2019: Revenue of $3.4M, expenses of $3.4M, and assets of $1.9M (revenue -1.3% year-over-year).
- 2018: Revenue of $3.4M, expenses of $3.1M, and assets of $1.9M (revenue +6.2% year-over-year).
- 2017: Revenue of $3.2M, expenses of $3.0M, and assets of $1.6M (revenue +24.3% year-over-year).
- 2016: Revenue of $2.6M, expenses of $2.3M, and assets of $1.3M (revenue -5.4% year-over-year).
- 2015: Revenue of $2.7M, expenses of $2.7M, and assets of $1.0M (revenue +26.3% year-over-year).
- 2014: Revenue of $2.2M, expenses of $2.7M, and assets of $1.1M (revenue +0.7% year-over-year).
- 2013: Revenue of $2.2M, expenses of $2.7M, and assets of $1.3M (revenue -0.5% year-over-year).
- 2012: Revenue of $2.2M, expenses of $2.4M, and assets of $1.9M (revenue -0.6% year-over-year).
- 2011: Revenue of $2.2M, expenses of $2.1M, and assets of $2.1M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Institute For Portfolio Alternatives Inc:
Data Sources and Methodology
This transparency report for Institute For Portfolio Alternatives Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.