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ALTERNATIVE AND DIRECT INVESTMENT

EIN: 51-0470980Indianapolis, INZIP: 46240
S41 - Community Improvement & Capacity Building501(c)(6)

Mission

THE ALTERNATIVE AND DIRECT INVESTMENT SECURITIES ASSOCIATION IS A NATIONAL TRADE ASSOCIATION SERVING PROFESSIONALS WHO OFFER AND DISTRIBUTE ALL FORMS OF ALTERNATIVE AND DIRECT INVESTMENTS.

Financials

YearRevenueExpensesAssets
2024$4.5M$0$5.8M
2023$4.8M$0$4.8M

Compensation

2024

JOHN HARRISON
Executive Director/ceo
director (operational)
$285,729
$0
$0
$338,710
TANISHA BIBBS
Director of Business Devel
highest compensated employee
$179,605
$15,000
$0
$208,883
ERIN BALCERZAK
Director of Membership & D
highest compensated employee
$0
$0
$0
$125,903
JENNIFER FITZGERALD
Director of Marketing & Communications
director (operational)
$0
$0
$0
$125,075
JADE MILLER
President
chief executive officer
$0
$0
$0
$0
MATTHEW IAK
Vice President
vice president
$0
$0
$0
$0
MARK KOSANKE
Treasurer
officer (unspecified)
$0
$0
$0
$0
CATHERINE BOWMAN
Secretary
officer (unspecified)
$0
$0
$0
$0
ANGELA BARBERA
Director
board member
$0
$0
$0
$0
MAT DELLORSO
Director
board member
$0
$0
$0
$0
CHRISTY HUTCHISON
Director
board member
$0
$0
$0
$0
KYLE KADISH
Director
board member
$0
$0
$0
$0
SYLVIA KWAN
Director
board member
$0
$0
$0
$0
STEPHEN F LOVELL
Director
board member
$0
$0
$0
$0
GREG MAUSZ
Director-at-large
board member
$0
$0
$0
$0
JOHN GRADY
President - Elect
board president
$0
$0
$0
$0
ANN K MOORE
Director-at-large
board member
$0
$0
$0
$0
DAVID PITTMAN
Director-at-large
board member
$0
$0
$0
$0
AMANDA TEEPLE
Director
board member
$0
$0
$0
$0
MICHAEL UNDERHILL
Immediate Past President
board president
$0
$0
$0
$0
BRAD UPDIKE
Director
board member
$0
$0
$0
$0
DAVID WILSON
Director-at-large
board member
$0
$0
$0
$0
JOANNA VENETCH
Director
board member
$0
$0
$0
$0

2023

JOHN HARRISON
Executive Director/CEO
director (operational)
$259,035
$50,000
$0
$349,394
TANISHA BIBBS
Director of Business Development & Events
chief development officer
$174,353
$12,500
$0
$209,604
ERIN BALCERZAK
Director of Membership & Data Services
highest compensated employee
$0
$0
$0
$121,590
MATTHEW IAK
Director
board member
$0
$0
$0
$0
JEFF SHAFER
Director-At-Large
board member
$0
$0
$0
$0
DAVID WILSON
Director-At-Large
board member
$0
$0
$0
$0
JADE MILLER
President - Elect
board president
$0
$0
$0
$0
MAT DELLORSO
Director
board member
$0
$0
$0
$0
STEPHEN F LOVELL
Director
board member
$0
$0
$0
$0
JOHN GRADY
Vice President
vice president
$0
$0
$0
$0
SYLVIA KWAN
Director
board member
$0
$0
$0
$0
DAVID PITTMAN
Director
board member
$0
$0
$0
$0
ANN K MOORE
Director
board member
$0
$0
$0
$0
MARK KOSANKE
Treasurer
officer (unspecified)
$0
$0
$0
$0
SHERRI COOKE
Immediate Past President
board president
$0
$0
$0
$0
GREG MAUSZ
Director-At-Large
board member
$0
$0
$0
$0
AMANDA TEEPLE
Director
board member
$0
$0
$0
$0
ANGELA BARBERA
Director
board member
$0
$0
$0
$0
KARLTON KLEIS
Director-At-Large
board member
$0
$0
$0
$0
MICHAEL UNDERHILL
President
chief executive officer
$0
$0
$0
$0
BRAD UPDIKE
Director
board member
$0
$0
$0
$0
CATHERINE BOWMAN
Secretary
officer (unspecified)
$0
$0
$0
$0

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