COUNCIL OF INSTITUTIONAL INVESTORS: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- COUNCIL OF INSTITUTIONAL INVESTORS (EIN 52-1380217)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-13
- IRS object ID
- 201601349349301190
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-13T08:47:42-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371611326 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARONSON LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 KING FARM BLVD 3RD FLOOR | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521380217 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COUNCIL OF INSTITUTIONAL INVESTORS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COUN | BusinessNameControlTxt |
| Phone | 2028220800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 888 17TH STREET NW NO 500 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY BORRUS | PersonNm |
| Person Title | DEPUTY DIRECTOR | PersonTitleTxt |
| Phone | 2028220800 | PhoneNum |
| Signature | 2016-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT EBY CPA | PreparerPersonNm |
| PTIN | P01682202 | PTIN |
| Phone | 3012316200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KEN BERTSCH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 888 17TH STREET NW NO 500 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,410,458 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.CII.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | EDUCATE MEMBERS/PUBLIC ABOUT EFFECTVE CORP GOVERNANCE,SHAREOWNER RIGHTS & RELATED INVT ISSUES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 12 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $46,095 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,842,886 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,318,883 | CYProgramServiceRevenueAmt |
| PY Investment Income | $61,856 | PYInvestmentIncomeAmt |
| CY Investment Income | $45,480 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,904,742 | PYTotalRevenueAmt |
| CY Total Revenue | $3,410,458 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $35,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,785,663 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,722,095 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,537,110 | PYOtherExpensesAmt |
| CY Other Expenses | $1,674,418 | CYOtherExpensesAmt |
| PY Total Expenses | $3,357,773 | PYTotalExpensesAmt |
| CY Total Expenses | $3,396,513 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$453,031 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $13,945 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,572,925 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,504,594 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,078,912 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,016,326 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,494,013 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,488,268 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO EDUCATE OUR MEMBERS AND THE PUBLIC ABOUT EFFECTIVE CORPORATE GOVERNANCE, SHAREOWNER RIGHTS, AND RELATED INVESTMENT ISSUES AND TO ADVOCATE ON OUR MEMBERS' BEHALF. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | ADVOCACY AND ENGAGEMENT - IN 2015, CII MEMBERS APPROVED A CORPORATE GOVERNANCE POLICY OPPOSING AUTOMATIC ACCELERATED VESTING OF STOCK OPTIONS. CII ADVOCATED FOR MEMBERSHIP-APPROVED POLICIES IN COMMENT LETTERS TO U.S. GOVERNMENT AGENCIES AND IN MEETINGS WITH GOVERNMENT AGENCIES, OFFICIALS AND OTHER POLICY MAKERS. CII ALSO ENGAGED WITH MANY PUBLIC COMPANIES ON MATTERS RELATING TO MEMBERSHIP-APPROVED POLICIES, INCLUDING VIA WRITTEN REQUESTS THAT COMPANIES TAKE ACTION IN RESPONSE TO SHAREHOLDER PROPOSALS THAT A MAJORITY OF SHAREHOLDERS SUPPORTED AND UNCONTESTED ELECTIONS OF DIRECTORS WHO FAILED TO RECEIVE MAJORITY SHAREHOLDER SUPPORT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EDUCATION AND RESEARCH - IN 2015, CII HOSTED 27 TELECONFERENCE BRIEFINGS OR WEBINARS FOR MEMBERS ON ISSUES AND TRENDS IN CORPORATE GOVERNANCE AND FINANCIAL REGULATION, RANGING FROM DIVESTMENT DRIVES TO CLAWBACKS OF UNEARNED CEO COMPENSATION. CII ALSO PUBLISHED FOUR NEW GUIDES FOR MEMBERS: PROXY ACCESS: BEST PRACTICES, CII INVESTOR-COMPANY ROUNDTABLE: EFFECTIVE ENGAGEMENT, BEST DISCLOSURE: COMPANY-SHAREHOLDER ENGAGEMENT, CII MARKET STRUCTURE ROUNDTABLE.CII HOSTED "CORPORATE GOVERNANCE 101 AND "EXECUTIVE COMPENSATION 101," TWO INTRODUCTORY COURSES FOR MEMBERS. CII ALSO HOSTED TWO ROUNDTABLES: ONE IN APRIL ON MARKET STRUCTURE, FOR MEMBER CIOS, AND ONE IN JULY ON SHAREOWNER-COMPANY ENGAGEMENT, FOR INVESTOR AND CORPORATE MEMBER REPRESENTATIVES.CII HELD FIVE MEETINGS, VIA CONFERENCE CALL OR IN-PERSON, OF THE PROXY VOTER GROUP, OF MEMBER REPRESENTATIVES WHO VOTE PROXIES AT ASSET OWNER AND ASSET MANAGER MEMBERS, TO DISCUSS CORPORATE GOVERNANCE ISSUES AND TRENDS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 12 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARIE BRODMERKEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2028220800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 888 17TH STREET NW 500 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MICHAEL MCCAULEY | ||||||||
| CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| THERESA WHITMARSH | ||||||||
| CO-CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAVID DONLIN | ||||||||
| CO-CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MEREDITH MILLER | ||||||||
| CO-CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN ABRAHAM | ||||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GAIL STONE | ||||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAY J CHAUDHURI | ||||||||
| CHAIR(JAN-APRIL 2015) | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CARIN R ZELENKO | ||||||||
| CO-CHAIR(JAN-APRIL 2015) | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RANDI WEINGARTEN | ||||||||
| SECRETARY(JAN-APRIL 2015) | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CAROL NOLAN DRAKE | ||||||||
| TREASURER(JAN-APRIL 2015) | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TREVOR GUNDERSON | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JANE HAMBLEN | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID KUSHNER | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| GIANNA MCCARTHY | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER O'DELL | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| GREGORY W SMITH | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNE SIMPSON | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| VONDA BRUNSTING | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| AEISHA MASTAGNI | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| TERRIJO SAARELA | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN YERGER | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $239,418 | $0 | $34,209 | |||
| AMY BORRUS | ||||||||
| DEPUTY DIRECTOR | 40.00 | $279,170 | $0 | $33,967 | Yes (X) | |||
| JEFFREY MAHONEY | ||||||||
| GENERAL COUNSEL | 40.00 | $291,960 | $0 | $48,554 | Yes (X) | |||
| MARIE BRODMERKEL | ||||||||
| CHIEF OF OPERATIONS | 40.00 | $165,930 | $0 | $33,976 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $976,478 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $150,706 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE MOERY COMPANY | |||||
| 105 ORONOCO ST | ALEXANDRIA | VA | 22314 | CONSULTING | $194,944 |
| KORN FERRY | |||||
| 1700 K STREET NW | WASHINGTON | DC | 20006 | CONSULTING | $129,600 |
| TALLEN TECHNOLOGY RENTALS | |||||
| 485E US HIGHWAY 1 S | ISELIN | NJ | 08830 | AV RENTAL | $111,123 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $46,095 | AllOtherContributionsAmt |
| Total Contributions | $46,095 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBER DUES | 541900 | $3,012,031 | $3,012,031 |
| CONFERENCE & MEETINGS | 541900 | $306,852 | $306,852 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,318,883 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,480 | TotalRevenueColumnAmt |
| Exclusion | $45,480 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,410,458 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,318,883 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $45,480 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $927,278 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $562,114 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,493 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,324 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,886 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,015 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,547 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,805 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,553 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,005 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,434 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,200 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $630,280 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,785 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,912 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| DUES AND SUBSCRIPTIONS | $93,133 |
| BANK FEES | $9,544 |
| OTHER | $3,205 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,396,513 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163 | BOYAmt |
| EOY | $250 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,458,649 | BOYAmt |
| EOY | $7,369,162 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,995 | BOYAmt |
| EOY | $12,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,545 | BOYAmt |
| EOY | $83,135 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $211,562 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $195,995 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,547 | BOYAmt |
| EOY | $15,567 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,026 | BOYAmt |
| EOY | $24,480 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,572,925 | BOYAmt |
| EOY | $7,504,594 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,109 | BOYAmt |
| EOY | $181,329 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,744,433 | BOYAmt |
| EOY | $1,622,732 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,370 | BOYAmt |
| EOY | $212,265 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,078,912 | BOYAmt |
| EOY | $2,016,326 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,494,013 | BOYAmt |
| EOY | $5,488,268 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,494,013 | BOYAmt |
| EOY | $5,488,268 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,572,925 | BOYAmt |
| EOY | $7,504,594 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $13,945 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,829 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$26,519 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | Yes (1) | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,866,750 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $304,125 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $5,170,875 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,765,500 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $101,250 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $4,866,750 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,993,500 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$228,000 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $4,765,500 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,257,000 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $736,500 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $4,993,500 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,376,250 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$119,250 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $4,257,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $211,562 | OtherCostOrOtherBasisAmt |
| Depreciation | $195,995 | DepreciationAmt |
| Book Value | $15,567 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $15,567 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $5,404 |
| ACCRUED PENSION COST | $206,861 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $212,265 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,390,768 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,829 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$26,519 | OtherRevenueAmt |
| Revenue Not Reported | -$19,690 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,410,458 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,410,458 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,396,513 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,396,513 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,396,513 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | FINANCIAL STATEMENT FOOTNOTE REGARDING FIN 48 (ASC 740) THE ORGANIZATION EVALUATES UNCERTAINTY IN INCOME TAX POSITIONS BASED ON A MORE-LIKELY-THAN-NOT RECOGNITION STANDARD. IF THAT THRESHOLD IS MET, THE TAX POSITION IS THEN MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT. AS OF DECEMBER 31, 2015 AND 2014, THERE ARE NO ACCRUALS FOR UNCERTAIN TAX POSITIONS. IF APPLICABLE, THE ORGANIZATION RECORDS INTEREST AND PENALTIES AS A COMPONENT OF INCOME TAX EXPENSE. TAX YEARS FROM 2012 THROUGH THE CURRENT YEAR REMAIN OPEN FOR EXAMINATION BY TAX AUTHORITIES. |
| PART XI LINE 2D: | PENSION RELATED CHANGES OTHER THAN NET PERIODIC COST ($26,519) |
| PART V LINE 4 | ENDOWMENTS FUNDS THE BOARD HAS ESTABLISHED AN OPERATING RESERVE. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANN YERGER | ||||||||||||||
| EXECUTIVE DIRECTOR | $239,418 | $0 | $0 | $0 | $0 | $0 | $20,351 | $0 | $13,858 | $0 | $273,627 | $0 | $0 | $0 |
| AMY BORRUS | ||||||||||||||
| DEPUTY DIRECTOR | $279,170 | $0 | $0 | $0 | $0 | $0 | $23,729 | $0 | $10,238 | $0 | $313,137 | $0 | $0 | $0 |
| JEFFREY MAHONEY | ||||||||||||||
| GENERAL COUNSEL | $286,960 | $0 | $5,000 | $0 | $0 | $0 | $24,392 | $0 | $24,162 | $0 | $340,514 | $0 | $0 | $0 |
| MARIE BRODMERKEL | ||||||||||||||
| CHIEF OF OPERATIONS | $160,930 | $0 | $5,000 | $0 | $0 | $0 | $13,679 | $0 | $20,297 | $0 | $199,906 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERSHIP ARTICLE 3.A OF THE BYLAWS OF THE COUNCIL OF INSTITUTIONAL INVESTORS GENERALLY DESCRIBES THE VOTING MEMBERS OF THE COUNCIL AND THEIR RELATED RIGHTS AS FOLLOWS: VOTING MEMBERS (1) MEMBERS - EMPLOYEE BENEFIT PLANS, STATE OR LOCAL AGENCIES OFFICIALLY CHARGED WITH INVESTING PUBLIC FUND ASSETS AND CHARITABLE TAX-EXEMPT FOUNDATIONS AND ENDOWMENTS (II) DUES - A QUALIFIED APPLICANT WILL BECOME A VOTING MEMBER UPON PAYMENT OF THE ANNUAL DUES SET BY THE MEMBERSHIP. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERSHIP RIGHTS EACH MEMBER HAS ONE VOTE AT COUNCIL BUSINESS MEETINGS AND ONE VOTE IN CONSTITUENCY MEETINGS. IN ADDITION, ARTICLE 5 B OF THE BYLAWS GENERALLY DESCRIBES THE DECISIONS REQUIRING APPROVAL BY THE VOTING MEMBERS OF THE COUNCIL. IN ADDITION, ARTICLE 4B OF THE BYLAWS GENERALLY DESCRIBES THE DECISIONS REQUIRING APPROVAL OF THE VOTING MEMBERS OF THE COUNCIL. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MEMBERSHIP RESERVES TO ITSELF (I) THE POWER TO AMEND THE BYLAWS, (II) THE POWER TO DISSOLVE THE ORGANIZATION, (III) THE RIGHT TO APPROVE THE COUNCIL'S ANNUAL BUDGET AND ANY CHANGES OR AMENDMENTS TO THE BUDGET EXCEEDING TEN (10) PERCENT OF TOTAL ANNUAL EXPENDITURES, (IV) THE RIGHT TO APPROVE COUNCIL POLICIES, AND (V) THE RIGHT TO SET MEMBERSHIP DUES AND TO CHANGE MEMBERS' VOTING RIGHTS. THE MEMBERSHIP, THROUGH ITS CONSTITUENCIES, ELECTS THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11 | REVIEW PROCESS OF FORM 990 THE COUNCIL'S AUDIT COMMITTEE CHARTER PROVIDES THAT THE AUDIT COMMITTEE REVIEW A WRITTEN COMMUNICATION FROM THE EXECUTIVE DIRECTOR OR HIS/HER DESIGNEE THAT HE/SHE DISTRIBUTED A DRAFT OF THE FORM 990 TAX FILING TO THE COUNCIL BOARD FOR ITS REVIEW PRIOR TO ITS FILING,AND THAT HE/SHE HAS REVIEWED THE TAX FILING. THE COMMUNICATION ALSO CONFIRMS HIS/HER KNOWLEDGE THAT THE FORM DOES NOT CONTAIN ANY UNTRUE STATEMENTS OR OMIT ANY MATERIAL FACTS, THAT THE FINANCIAL INFORMATION PRESENTED FAIRLY REPRESENTS CII'S FINANCIAL CONDITION FOR THE PERIOD COVERED, THAT IT WAS FILED IN A TIMELY MANNER, AND THAT HE/SHE IS MAINTAINING INTERNAL CONTROLS DESIGNED TO ENSURE THE MATERIAL INFORMATION RELATED TO THE COUNCIL'S TAX FILING BE MADE KNOWN TO HIM/HER. |
| FORM 990, PART VI, SECTION B, LINE 12C | MONITORING CONFLICT OF INTEREST POLICY THE COUNCIL HAS A "CONFLICT OF INTEREST POLICY, PROCEDURE & DISCLOSURE" THAT REQUIRES OFFICERS, DIRECTORS, AND KEY EMPLOYEES TO DISCLOSE "OTHER INTERESTS", AS DEFINED IN THE POLICY AT LEAST ONCE EACH YEAR OR MORE FREQUENTLY IF "OTHER INTERESTS" ARISE. THE COUNCIL'S GOVERNANCE COMMITTEE REVIEWS THE ANNUAL DISCLOSURE FORMS AND THE FULL BOARD MUST DECIDE WHAT IF ANYTHING TO DO IN RESPONSE TO DISCLOSURES OF "OTHER INTERESTS" ACCORDING TO THE POLICY'S PROCEDURES. |
| FORM 990, PART VI, SECTION B, LINE 15A | PROCESS FOR APPROVING CEO COMPENSATION ARTICLE 6 OF THE COUNCIL'S BYLAWS PROVIDES THAT THE COUNCIL "BOARD IS RESPONSIBLE FOR THE HIRING, ANNUAL EVALUATION, COMPENSATION AND TERMINATION OF THE EXECUTIVE DIRECTOR". IN ADDITION, ARTICLE 6 ALSO STATES THAT THE EXECUTIVE DIRECTOR "WILL MAKE STAFF COMPENSATION DECISIONS WITHIN BUDGETARY LIMITS SET BY THE BOARD". IN OCTOBER 2008, A PROMINENT COMPENSATION CONSULTING FIRM PERFORMED A REVIEW OF THE COMPENSATION PROVIDED TO THE COUNCIL'S EXECUTIVE DIRECTOR, DEPUTY DIRECTOR, AND GENERAL COUNSEL. THE REVIEW WAS CONDUCTED IN ACCORDANCE WITH A REQUEST FROM THE COUNCIL'S BOARD OF DIRECTORS. IN CONDUCTING ITS REVIEW, THE BOARD EVALUATED THE JOB DESCRIPTIONS FOR THE THREE POSITIONS, SURVEY DATA ON COMPENSATION FOR SIMILAR POSITIONS IN THE NON-PROFIT SECTOR AND COMPENSATION LEVELS FOR SIMILAR POSITIONS AT PEER NON-PROFIT ORGANIZATIONS. AT A MEETING OF THE COUNCIL'S BOARD OF DIRECTORS ON JANUARY 28, 2009, THE BOARD RENEWED THE EXECUTIVE DIRECTOR'S EMPLOYMENT CONTRACT FOR A TERM OF THREE YEARS WITH ANNUAL REVIEW AND ADJUSTMENT AS APPROVED BY THE BOARD. AT A MEETING OF THE COUNCIL'S BOARD OF DIRECTORS ON NOVEMBER 14, 2012, THE BOARD EXTENDED THE EXECUTIVE DIRECTOR'S CONTRACT EFFECTIVE JANUARY 1, 2013 THROUGH MARCH 31, 2016. AT A MEETING OF THE COUNCIL'S BOARD OF DIRECTORS ON MARCH 31, 2015, THE BOARD RENEWED THE EXECUTIVE DIRECTOR'S EMPLOYMENT CONTRACT FOR A TERM OF THREE YEARS WITH ANNUAL REVIEW AND ADJUSTMENT AS APPROVED BY THE BOARD. THE BOARD EXTENDED THE EXECUTIVE DIRECTOR'S CONTRACT EFFECTIVE MARCH 31, 2015 THROUGH MARCH 31, 2018. THE EXECUTIVE DIRECTOR RESIGNED AS OF JULY 3, 2015, AND THE DEPUTY DIRECTOR ASSUMED THE ROLE OF INTERIM EXECUTIVE DIRECTOR UNTIL SUCH TIME AS A NEW EXECUTIVE DIRECTOR IS IDENTIFIED. |
| FORM 990, PART VI, SECTION C, LINE 19 | CERTAIN DOCUMENTS OPEN TO THE PUBLIC THE COUNCIL MAKES ITS ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE TO GENERAL MEMBERS OF THE COUNCIL. ALL FOUR DOCUMENTS ARE NOT MADE AVAILABLE FOR PUBLIC INSPECTION. |
| FORM 990, PART XI, LINE 9: | PENSION RELATED CHANGES -26,519. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CII RESEARCH AND EDUCATION FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 888 17TH STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453670271 | EIN |
| Primary Activities | EDUCATIONAL | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CII | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NO TRANSACTIONS REQUIRED TO BE DISCLOSED | BusinessNameLine1Txt |
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