National Investor Relations Institute
- Assets
- $4.7m
- Revenue
- $4.0m
- Investments
- $0.0
- Employees
- 13
- Location
- Alexandria, VA
- Founding
- 08/1995
- Data as of
- 12/2023
- EIN
- 54-1758790
Organization Overview
National Investor Relations Institute is located in Alexandria, VA. The organization was established in 1995. According to its NTEE Classification (S41) the organization is classified as: Chambers of Commerce & Business Leagues, under the broad grouping of Community Improvement & Capacity Building and related organizations. As of 12/2023, National Investor Relations Institute employed 13 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. National Investor Relations Institute is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 12/2023, National Investor Relations Institute generated $4.0m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 9 years, the organization has seen revenues fall by an average of (3.8%) each year. All expenses for the organization totaled $3.8m during the year ending 12/2023. As we would expect to see with falling revenues, expenses have declined by (3.7%) per year over the past 9 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
ADVANCE AND ELEVATE THE PROFESSIONAL PRACTICE OF INVESTOR RELATIONS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
NATIONAL INVESTOR RELATIONS INSTITUTE (NIRI) ANNUAL CONFERENCE - THE LARGEST GATHERING OF THE INVESTOR RELATIONS COMMUNITY IN THE WORLD, DELIVERING ACTIONABLE TAKEAWAYS, CRITICAL INSIGHTS FROM LEADING INDUSTRY PROFESSIONALS, OPPORTUNITIES TO ADDRESS UNIQUE CHALLENGES AND DISCOVER SOLUTIONS.
IR COMPETENCY SUITE: THE IR COMPETENCY SUITE IS AN ONLINE LEARNING SERIES DESIGNED TO BE MAXIMALLY FLEXIBLE TO FIT YOUR EDUCATIONAL AND PROFESSIONAL DEVELOPMENT NEEDS.WITH DEMANDING WORKLOADS AND BUSY SCHEDULES, IT CAN BE CHALLENGING FOR IR PROFESSIONALS TO PRIORITIZE THEIR PROFESSIONAL DEVELOPMENT NEEDS. THE IR COMPETENCY SUITE HAS CURATED MODULES YOU NEED TO EXCEL IN A RESOURCE THAT ENABLES YOU TO DETERMINE AND REACH YOUR OWN GOALS.BASED ON THE CONTENT OF THE IR BODY OF KNOWLEDGE, EACH MODULE CORRESPONDS TO THE DOMAINS OF THE IR COMPETENCY FRAMEWORK AND TAKES APPROXIMATELY AN HOUR TO COMPLETE. MODULES INCLUDE A BLEND OF VIDEO, AUDIO, AND INTERACTION, WITH A SHORT QUIZ AT THE END TO CHECK WHAT YOU HAVE LEARNED. MIX AND MATCH THE MODULES TO MEET YOUR OWN PERSONAL OBJECTIVES OR TAKE THE FULL SUITE FOR A COMPREHENSIVE OVERVIEW OF THE INVESTOR RELATIONS FUNCTIONS.
SENIOR ROUNDTABLE - FORMED IN 1994 TO RESPOND TO THE NEEDS OF NIRI'S MORE SENIOR-LEVEL INVESTOR RELATIONS OFFICERS (IRO'S) AND PROVIDE A FORUM TO SUPPORT AND RECOGNIZE THEIR EXPERIENCE.
FUNDAMENTALS OF INVESTOR RELATIONS (IR) - COMPREHENSIVE INVESTOR RELATIONS SEMINAR OFFERING A STRUCTURED OVERVIEW OF ALL ASPECTS OF INVESTOR RELATIONS INCLUDING MARKETING, COMMUNICATIONS AND FINANCE.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Katie Royce Chair | OfficerTrustee | 2 | $0 |
John Moten Chair Elect | OfficerTrustee | 2 | $0 |
Richard Yerganian Secretary & Treasurer | OfficerTrustee | 2 | $0 |
Darin Arita Director | Trustee | 1 | $0 |
Remy Bernarda Director | Trustee | 1 | $0 |
Clay Bilby Director | Trustee | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Marx Productions Audio Visual Annual Conference 2019 | 12/30/19 | $170,000 |
Marriott International Hotel Annual Conference 2019 | 12/30/19 | $436,918 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $3,900,703 |
| Investment income | $70,362 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $3,971,065 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $522,214 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $865,645 |
| Pension plan accruals and contributions | $39,046 |
| Other employee benefits | $135,062 |
| Payroll taxes | $94,258 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $93,309 |
| Fees for services: Accounting | $38,600 |
| Fees for services: Lobbying | $84,000 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $30,000 |
| Fees for services: Other | $281,113 |
| Advertising and promotion | $0 |
| Office expenses | $189,808 |
| Information technology | $79,389 |
| Royalties | $0 |
| Occupancy | $39,726 |
| Travel | $60,376 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $933,018 |
| Interest | $89,596 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $188 |
| Insurance | $53,941 |
| All other expenses | $0 |
| Total functional expenses | $3,847,342 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,985,179 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $130 |
| Prepaid expenses and deferred charges | $88,780 |
| Net Land, buildings, and equipment | $30,574 |
| Investments—publicly traded securities | $2,441,938 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $141,481 |
| Total assets | $4,688,082 |
| Accounts payable and accrued expenses | $227,428 |
| Grants payable | $0 |
| Deferred revenue | $858,859 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $1,376,452 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $150,000 |
| Other liabilities | $127,474 |
| Total liabilities | $2,740,213 |
| Net assets without donor restrictions | $1,947,869 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $4,688,082 |