INVESTMENT COMPANY INSTITUTE: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- INVESTMENT COMPANY INSTITUTE (EIN 13-5266605)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-08-12
- IRS object ID
- 202602249349300640
- Schema version
- 2024v5.2
- 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 | 2026-08-12T09:44:02-05:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PwC US Tax LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 NEW YORK AVE NW SUITE 1100 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135266605 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INVESTMENT COMPANY INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARK DELCOCO | InCareOfNm |
| Business Name Control | INVE | BusinessNameControlTxt |
| Phone | 2023265800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 H STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK DELCOCO | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2023265800 | PhoneNum |
| Signature | 2026-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL D HOFFMAN | PreparerPersonNm |
| PTIN | P01345551 | PTIN |
| Phone | 2024141000 | PhoneNum |
| Preparation | 2026-08-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ERIC PAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 H STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $196,819,478 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.ICI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1941 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 56 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 56 | VotingMembersIndependentCnt |
| Total Employee | 194 | TotalEmployeeCnt |
| Total Volunteers | 60 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $69,015,360 | PYContributionsGrantsAmt |
| CY Contributions Grants | $72,867,198 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,313,868 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,644,437 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,426,583 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,733,016 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,418,687 | PYOtherRevenueAmt |
| CY Other Revenue | $1,306,844 | CYOtherRevenueAmt |
| PY Total Revenue | $83,174,498 | PYTotalRevenueAmt |
| CY Total Revenue | $85,551,495 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $180,000 | 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 | $53,667,430 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $53,593,257 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $30,347,191 | PYOtherExpensesAmt |
| CY Other Expenses | $30,074,484 | CYOtherExpensesAmt |
| PY Total Expenses | $84,194,621 | PYTotalExpensesAmt |
| CY Total Expenses | $83,667,741 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,020,123 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,883,754 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $146,403,728 | TotalAssetsBOYAmt |
| Total Assets EOY | $150,425,314 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $85,192,580 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $83,869,324 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $61,211,148 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $66,555,990 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO STRENGTHEN THE FOUNDATION OF THE ASSET MANAGEMENT INDUSTRY FOR THE ULTIMATE BENEFIT OF THE LONG-TERM INDIVIDUAL INVESTOR. MEMBERS INCLUDE MUTUAL FUNDS, EXCHANGE-TRADED FUNDS (ETFS), CLOSED-END FUNDS, AND UNIT INVESTMENT TRUSTS (UITS) IN THE UNITED STATES, AND SIMILAR FUNDS OFFERED TO INVESTORS IN EUROPE, ASIA AND OTHER JURISDICTIONS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | PUBLIC POLICY ISSUES - ICI ADVANCES THE INTERESTS OF INVESTMENT COMPANIES, THEIR SHAREHOLDERS, DIRECTORS, AND INVESTMENT ADVISERS BY SUPPORTING EFFECTIVE LEGISLATION AND REGULATION. TO SECURE PUBLIC POLICY OBJECTIVES, ICI REPRESENTS THE FUND INDUSTRY AND ITS SHAREHOLDERS BEFORE CONGRESS, THE SECURITIES AND EXCHANGE COMMISSION, AND OTHER REGULATORY AGENCIES, AS WELL AS STATE AND FOREIGN REGULATORS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESEARCH - ICI IS THE PRIMARY SOURCE FOR STATISTICAL DATA AND RESEARCH ON INVESTORS AND RETIREMENT PLANS IN THE INVESTMENT COMPANY INDUSTRY. ICI RESEARCH EXAMINES SUCH TOPICS AS THE RETIREMENT MARKET, SHAREHOLDER DEMOGRAPHICS, TRENDS IN SHAREHOLDER OWNERSHIP, FUND FEES AND EXPENSES, AND THE INDUSTRY'S ROLE IN FOREIGN MARKETS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STRATEGIC COMMUNICATIONS - ICI OFFERS A WIDE RANGE OF RESOURCES TO THE MEDIA, INCLUDING NEWS RELEASES, BACKGROUND INFORMATION ON THE FUND INDUSTRY, TESTIMONY BEFORE LEGISLATORS AND REGULATORS, SPEECHES AT CONFERENCES AND COMMENT LETTERS EXPRESSING INDUSTRY OPINIONS ON REGULATORY PROPOSALS. ICI ALSO PROVIDES REGULAR STATISTICAL RELEASES AND RESEARCH CONCERNING THE INDUSTRY AND ITS SHAREHOLDERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (true) | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 90 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 194 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | BE | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 56 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 56 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK DELCOCO | PersonNm |
| Phone | 2023265974 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 H STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (76 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Key EmployeeKeyEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ERIC J PAN | ||||||||||
| PRESIDENT & CEO | 40.0 | 1.0 | Yes (X) | $2,765,246 | $0 | $84,124 | ||||
| DONALD C AUERBACH | ||||||||||
| CHIEF OPERATING OFFICER | 40.0 | 0.0 | Yes (X) | $961,578 | $0 | $77,440 | ||||
| JOHN G EMLING | ||||||||||
| CHIEF GOVT. AFFAIRS OFFICER | 40.0 | 0.0 | $817,385 | $0 | $80,924 | Yes (X) | ||||
| MICHAEL N PEDRONI | ||||||||||
| CHIEF GLOBAL AFFAIRS OFFICER | 40.0 | 0.0 | $773,330 | $0 | $84,124 | Yes (X) | ||||
| SUSAN M OLSON | ||||||||||
| FORMER GENERAL COUNSEL | 40.0 | 0.0 | $753,523 | $0 | $79,551 | Yes (X) | ||||
| DOROTHY M DONOHUE | ||||||||||
| DEPUTY GENERAL COUNSEL | 40.0 | 0.0 | $643,895 | $0 | $104,924 | Yes (X) | ||||
| SEAN S COLLINS | ||||||||||
| CHIEF ECONOMIST THRU 09/24 | 40.0 | 0.0 | $627,745 | $0 | $94,531 | Yes (X) | ||||
| ERICA E RICHARDSON | ||||||||||
| CHIEF STRATEGIC COMM. OFFICER | 40.0 | 0.0 | $642,522 | $0 | $71,531 | Yes (X) | ||||
| THOMAS T KIM | ||||||||||
| MANAGING DIRECTOR - IDC | 40.0 | 0.0 | $584,862 | $0 | $80,701 | Yes (X) | ||||
| PAUL CELLUPICA | ||||||||||
| GENERAL COUNSEL | 40.0 | 0.0 | Yes (X) | $567,540 | $0 | $56,551 | ||||
| ROCHELLE L ANTONIEWICZ | ||||||||||
| CHIEF ECONOMIST AS OF 10/24 | 40.0 | 0.0 | $533,524 | $0 | $80,701 | Yes (X) | ||||
| RACHEL H GRAHAM | ||||||||||
| SECRETARY | 40.0 | 0.0 | Yes (X) | $426,212 | $0 | $105,157 | ||||
| MARK A DELCOCO | ||||||||||
| CFO/TREASURER | 40.0 | 1.0 | Yes (X) | $413,770 | $0 | $106,893 | ||||
| GEORGE H WALKER | ||||||||||
| CHAIR | 2.0 | 0.25 | $0 | $0 | $0 | Yes (X) | ||||
| YIE-HSIN HUNG | ||||||||||
| VICE-CHAIR | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| OMAR AGUILAR | ||||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| ANDREW G ARNOTT | ||||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| GEORGE AYLWARD | ||||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| KATHLEEN T BARR | ||||||||||
| MEMBER | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| SETH P BERNSTEIN | ||||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| KAMAL BHATIA | ||||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| STEPHANIE G BRAMING | ||||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| HEATHER E BRILLIANT | ||||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| PAMELA CARLTON | ||||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| JANE K CARTEN | ||||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| GALE K CARUSO | ||||||||||
| MEMBER THRU 12/24 | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| JAMES E DAVEY | ||||||||||
| MEMBER THRU 12/24 | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| GREG DAVIS | ||||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| DAVID DIPETRILLO | ||||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| WILLIAM EBSWORTH | ||||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| GREG FROST | ||||||||||
| MEMBER AS OF 01/25 | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| DANIEL GAMBA | ||||||||||
| MEMBER THRU 09/25 | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| GEORGE CW GATCH | ||||||||||
| MEMBER | 2.0 | 0.25 | $0 | $0 | $0 | Yes (X) | ||||
| CAROL GEREMIA | ||||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| PETER J GERMAIN | ||||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| DAVID L GIUNTA | ||||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| RYAN HICKE | ||||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| MELLODY HOBSON | ||||||||||
| MEMBER | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| CYNTHIA HOSTETLER | ||||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| BILL HUFFMAN | ||||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| BEN HUNEKE | ||||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| NAIM ABOU-JAOUDE | ||||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| GREGORY E JOHNSON | ||||||||||
| MEMBER THRU 01/25 | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| JAMES L JOHNSON JR | ||||||||||
| MEMBER | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| JENNY JOHNSON | ||||||||||
| MEMBER AS OF 01/25 | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| LISA M JONES | ||||||||||
| MEMBER THRU 04/25 | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| JOANNA F JONSSON | ||||||||||
| MEMBER THRU 01/25 | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| THOMAS C KERSTING | ||||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| KATHYRN KOCH | ||||||||||
| MEMBER | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| SHAWN K LYTLE | ||||||||||
| MEMBER | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| MEHDI MAHMUD | ||||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| JAMES MCNAMARA | ||||||||||
| MEMBER | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| MICHAEL A MENDELSON | ||||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| MARK D NERUD | ||||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| CATHERINE L NEWELL | ||||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| DAVID OESTREICHER | ||||||||||
| MEMBER | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| STEVEN J PAGGIOLI | ||||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| STUART S PARKER | ||||||||||
| MEMBER | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| CYNTHIA R PLOUCHE | ||||||||||
| MEMBER | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| KARLA RABUSCH | ||||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| MARTIN ROMO | ||||||||||
| MEMBER AS OF 01/25 | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| KRISTI L ROWSELL | ||||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| ANDREW R SCHLOSSBERG | ||||||||||
| MEMBER | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| DOUGLAS B SIEG | ||||||||||
| MEMBER | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| KRISTI SLAVIN | ||||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| MARTIN SMALL | ||||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| MARIJN P SMIT | ||||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| PETER G STRELOW | ||||||||||
| MEMBER | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| BILL STRICKLAND | ||||||||||
| MEMBER THRU 06/25 | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| JOSEPH SULLIVAN | ||||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| GARY TENKMAN | ||||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| JONATHAN S THOMAS | ||||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| GARRETT THORNBURG | ||||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| RONALD E TOUPIN JR | ||||||||||
| MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| WILLIAM F TRUSCOTT | ||||||||||
| MEMBER | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| DAWN VROEGOP | ||||||||||
| MEMBER | 1.0 | 0.25 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $10,511,132 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,107,152 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 113 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ENDLESS EVENTS | |||||
| 11201 N TATUM BLVD STE 300 82963 | PHOENIX | AZ | 85028 | EVENT MANAGEMENT | $1,979,733 |
| ALSTON BIRD LLP | |||||
| ONE ATLANTIC CENTER | ATLANTA | GA | 30309 | LEGAL SERVICES | $549,669 |
| BGR GOVERNMENT AFFAIRS LLC | |||||
| PO BOX 14416 | WASHINGTON | DC | 20044 | LOBBYING/CONSULTING | $460,000 |
| FIREHOUSE STRATEGIES LLC | |||||
| 1501 M STREET NW SUITE 1100 | WASHINGTON | DC | 20005 | CONSULTING | $437,500 |
| PRICEWATERHOUSECOOPERS LLP | |||||
| 4040 W BOY SCOUT BLVD | TAMPA | FL | 33607 | AUDIT/CONSULTING | $416,590 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 24 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $72,867,198 | MembershipDuesAmt |
| Total Contributions | $72,867,198 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONFERENCE & WORKSHOPS | 900099 | $6,425,981 | $6,425,981 |
| SUBSCRIPTION SERVICES | 900099 | $848,133 | $848,133 |
| FEE BASED BUSINESS INCOME | 900099 | $370,323 | $370,323 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,644,437 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,297,471 | TotalRevenueColumnAmt |
| Exclusion | $4,297,471 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $778,468 | TotalRevenueColumnAmt |
| Exclusion | $778,468 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $512,986 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $512,986 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $512,986 | TotalRevenueColumnAmt |
| Exclusion | $512,986 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $110,703,528 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $111,267,983 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$564,455 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$564,455 | TotalRevenueColumnAmt |
| Exclusion | -$564,455 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $15,390 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,390 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $15,390 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $85,551,495 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,659,827 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,024,470 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,032,954 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,095,806 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,572,537 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,283,419 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,608,541 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,815,391 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,133 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,984,439 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $669,182 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,606,025 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,488,200 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,422,774 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,930,694 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,588,392 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,316 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| RESEARCH INFORMATION SERVICE | $1,227,403 |
| LOBBY PROXY TAX | $1,124,921 |
| EXCISE TAX | $365,711 |
| UNRELATED BUSINESS INC. TAX | $250 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,209,653 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,667,741 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,018,925 | BOYAmt |
| EOY | $3,019,244 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,541,004 | BOYAmt |
| EOY | $2,143,183 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,230,111 | BOYAmt |
| EOY | $4,277,185 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $19,533,303 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,920,467 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,354,359 | BOYAmt |
| EOY | $13,612,836 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,367,329 | BOYAmt |
| EOY | $86,901,068 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,892,000 | BOYAmt |
| EOY | $40,471,798 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,403,728 | BOYAmt |
| EOY | $150,425,314 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,408,456 | BOYAmt |
| EOY | $26,726,633 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,257,144 | BOYAmt |
| EOY | $2,901,364 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,526,980 | BOYAmt |
| EOY | $54,241,327 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,192,580 | BOYAmt |
| EOY | $83,869,324 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,211,148 | BOYAmt |
| EOY | $66,555,990 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,211,148 | BOYAmt |
| EOY | $66,555,990 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,403,728 | BOYAmt |
| EOY | $150,425,314 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,883,754 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,091,289 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,630,201 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Substantially All Dues Nonded | false | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | false | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | false | AgreeCarryoverPriorYearInd |
| Dues Assessments | $72,867,198 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $5,356,766 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $5,356,766 | NonDeductibleLbbyngPltclTotAmt |
| Carried Over | $5,356,766 | CarriedOverAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,659,019 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,827,679 | DepreciationAmt |
| Book Value | $8,831,340 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,394,730 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,092,788 | DepreciationAmt |
| Book Value | $3,301,942 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,479,554 | OtherCostOrOtherBasisAmt |
| Book Value | $1,479,554 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,612,836 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| LEASE RIGHT OF USE ASSETS | $36,612,703 |
| OTHER ASSETS | $3,859,095 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $40,471,798 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITIES | Desc |
| Amt | $54,241,327 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $54,241,327 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $90,642,784 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,091,289 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $5,091,289 | RevenueNotReportedAmt |
| Revenue Subtotal | $85,551,495 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $85,551,495 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $83,667,741 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $83,667,741 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $83,667,741 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FIN 48 FOOTNOTE TO FINANCIAL STATEMENTS | FormAndLineReferenceDesc |
| Explanation | THE COMPANY REVIEWS ALL UNCERTAIN TAX POSITIONS TO DETERMINE WHETHER A TAX POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS OF THE POSITION. FOR TAX POSITIONS MEETING THE MORE LIKELY THAN NOT THRESHOLD, THE TAX AMOUNT RECOGNIZED IN THE FINANCIAL STATEMENTS IS REDUCED BY THE LARGEST BENEFIT THAT HAS A GREATER THAN FIFTY PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT WITH THE RELEVANT TAXING AUTHORITY. THE COMPANY HAS EVALUATED ITS TAX POSITIONS AND DETERMINED THAT NO LIABILITY EXISTS AS OF SEPTEMBER 30, 2025. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Europe (Including Iceland and Greenland) | RegionTxt |
| Offices | 2 | OfficesCnt |
| Employee | 6 | EmployeeCnt |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConductedTxt |
| Specific Services Provided | SEE PART V | SpecificServicesProvidedTxt |
| Region Total Expenditures | $2,860,417 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 2 | SubtotalOfficesCnt |
| Subtotal Employees | 6 | SubtotalEmployeesCnt |
| Total Office | 2 | TotalOfficeCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Subtotal Spent | $2,860,417 | SubtotalSpentAmt |
| Total Spent | $2,860,417 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3, COLUMN (E): | FormAndLineReferenceDesc |
| Explanation | THE GLOBAL AFFAIRS DIVISION CARRIES OUT THE INTERNATIONAL WORK OF THE INVESTMENT COMPANY INSTITUTE, INCLUDING ENGAGEMENT WITH POLICYMAKERS; THOUGHT LEADERSHIP AND COMMUNICATIONS; AND HOSTING ROUNDTABLES, SYMPOSIUMS AND OPEN HOUSES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ERIC J PAN | ||||||||||||||
| PRESIDENT & CEO | $1,503,310 | $0 | $1,236,984 | $0 | $24,952 | $0 | $41,400 | $0 | $42,724 | $0 | $2,849,370 | $0 | $0 | $0 |
| DONALD C AUERBACH | ||||||||||||||
| CHIEF OPERATING OFFICER | $714,304 | $0 | $222,210 | $0 | $25,064 | $0 | $47,046 | $0 | $30,394 | $0 | $1,039,018 | $0 | $0 | $0 |
| JOHN G EMLING | ||||||||||||||
| CHIEF GOVT. AFFAIRS OFFICER | $595,494 | $0 | $195,500 | $0 | $26,391 | $0 | $41,400 | $0 | $39,524 | $0 | $898,309 | $0 | $0 | $0 |
| MICHAEL N PEDRONI | ||||||||||||||
| CHIEF GLOBAL AFFAIRS OFFICER | $579,759 | $0 | $169,130 | $0 | $24,441 | $0 | $41,400 | $0 | $42,724 | $0 | $857,454 | $0 | $0 | $0 |
| SUSAN M OLSON | ||||||||||||||
| FORMER GENERAL COUNSEL | $400,896 | $0 | $0 | $0 | $352,627 | $0 | $64,400 | $0 | $15,151 | $0 | $833,074 | $0 | $0 | $0 |
| DOROTHY M DONOHUE | ||||||||||||||
| DEPUTY GENERAL COUNSEL | $498,383 | $0 | $136,577 | $0 | $8,935 | $0 | $64,400 | $0 | $40,524 | $0 | $748,819 | $0 | $0 | $0 |
| ERICA E RICHARDSON | ||||||||||||||
| CHIEF STRATEGIC COMM. OFFICER | $447,443 | $0 | $180,459 | $0 | $14,620 | $0 | $41,400 | $0 | $30,131 | $0 | $714,053 | $0 | $0 | $0 |
| SEAN S COLLINS | ||||||||||||||
| CHIEF ECONOMIST THRU 09/24 | $466,065 | $0 | $142,958 | $0 | $18,722 | $0 | $64,400 | $0 | $30,131 | $0 | $722,276 | $0 | $0 | $0 |
| THOMAS T KIM | ||||||||||||||
| MANAGING DIRECTOR - IDC | $429,853 | $0 | $144,715 | $0 | $10,294 | $0 | $41,400 | $0 | $39,301 | $0 | $665,563 | $0 | $0 | $0 |
| PAUL CELLUPICA | ||||||||||||||
| GENERAL COUNSEL | $420,024 | $0 | $143,360 | $0 | $4,156 | $0 | $41,400 | $0 | $15,151 | $0 | $624,091 | $0 | $0 | $0 |
| ROCHELLE L ANTONIEWICZ | ||||||||||||||
| CHIEF ECONOMIST AS OF 10/24 | $441,870 | $0 | $82,719 | $0 | $8,935 | $0 | $41,400 | $0 | $39,301 | $0 | $614,225 | $0 | $0 | $0 |
| RACHEL H GRAHAM | ||||||||||||||
| SECRETARY | $419,651 | $0 | $0 | $0 | $6,561 | $0 | $62,433 | $0 | $42,724 | $0 | $531,369 | $0 | $0 | $0 |
| MARK A DELCOCO | ||||||||||||||
| CFO/TREASURER | $333,629 | $0 | $71,350 | $0 | $8,791 | $0 | $64,400 | $0 | $42,493 | $0 | $520,663 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, LINE 1A | PERSONAL SERVICES: THE ONLY PERSONAL SERVICE THAT IS PROVIDED IS FINANCIAL PLANNING TO ERIC J. PAN, DONALD C. AUERBACH, MICHAEL N. PEDRONI, JOHN G. EMLING, AND ERICA E. RICHARDSON. THIS AMOUNT IS INCLUDED IN TAXABLE INCOME. |
| SCHEDULE J, PART I, LINE 4 | SUSAN OLSON, FORMER GENERAL COUNSEL, RECEIVED RETIREMENT PAYMENTS IN 2024 IN THE AMOUNT OF $348,959. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1 | TO STRENGTHEN THE FOUNDATION OF THE ASSET MANAGEMENT INDUSTRY FOR THE ULTIMATE BENEFIT OF THE LONG-TERM INDIVIDUAL INVESTOR. MEMBERS INCLUDE MUTUAL FUNDS, EXCHANGE-TRADED FUNDS (ETFS), CLOSED-END FUNDS, AND UNIT INVESTMENT TRUSTS (UITS) IN THE UNITED STATES, AND SIMILAR FUNDS OFFERED TO INVESTORS IN EUROPE, ASIA AND OTHER JURISDICTIONS. |
| PART VI, LINE 2 | THE FOLLOWING BOARD MEMBERS HAVE BUSINESS RELATIONSHIPS BY SERVING TOGETHER ON THE SAME MUTUAL FUND BOARD: KARLA RABUSCH AND DOUGLAS SIEG; KATHLEEN BARR AND STEVEN PAGGIOLI; KATHLEEN BARR AND STEPHANIE BRAMING. THE FOLLOWING BOARD MEMBERS AND OFFICERS HAVE A BUSINESS RELATIONSHIP BY SERVING TOGETHER ON THE ICI MUTUAL BOARD OF DIRECTORS: DAVID OESTREICHER, ERIC J. PAN AND GEORGE H. WALKER. |
| PART VI, LINE 4 | THE INSTITUTE'S BY-LAWS WERE CHANGED TO ADD AN AFFILIATE MEMBER CATEGORY AND AN ASSOCIATE MEMBER CATEGORY. |
| PART VI, LINE 6 | THE INVESTMENT COMPANY INSTITUTE ("THE INSTITUTE") IS ORGANIZED INTO SEVEN MEMBERSHIP DIVISIONS: THE OPEN-END INVESTMENT COMPANY DIVISION, THE CLOSED-END INVESTMENT COMPANY DIVISION, THE INVESTMENT ADVISER DIVISION, THE UNDERWRITER DIVISION, THE UNIT INVESTMENT TRUST DIVISION, THE GLOBAL DIVISION, AND THE INDIVIDUAL MEMBER DIVISION. THE INSTITUTE ALSO HAS AN AFFILIATE MEMBER CATEGORY AND AN ASSOCIATE MEMBER CATEGORY. EACH MEMBER OF THE OPEN-END INVESTMENT COMPANY DIVISION, THE CLOSED-END COMPANY DIVISION, THE UNIT INVESTMENT TRUST DIVISION, AND THE GLOBAL DIVISION IS ENTITLED TO ONE VOTE WITH RESPECT TO MATTERS AFFECTING ITS DIVISION, AND ONE VOTE WITH RESPECT TO MATTERS AFFECTING THE CORPORATION AS A WHOLE. EACH GROUP OF MEMBERS FROM THE INVESTMENT ADVISER DIVISION AND THE UNDERWRITER DIVISION, THE MEMBERS OF WHICH GROUPS ARE UNDER COMMON CONTROL, COLLECTIVELY ARE ENTITLED TO ONE VOTE WITH RESPECT TO MATTERS INVOLVING ITS OWN DIVISION AND ONE VOTE WITH RESPECT TO MATTERS INVOLVING THE CORPORATION AS A WHOLE. NO AFFILIATE MEMBER OR ASSOCIATE MEMBER IS ENTITLED TO VOTE WITH RESPECT TO ANY MATTER, UNLESS OTHERWISE SPECIFICALLY AFFORDED SUCH RIGHT BY THE BOARD OF GOVERNORS. |
| PART VI, LINES 7A AND 7B | MEMBERS OF THE INSTITUTE MEET ANNUALLY FOR THE PURPOSE OF ELECTING GOVERNORS TO SERVE ON THE INSTITUTE'S BOARD. THE NOMINATING COMMITTEE OF THE BOARD OF GOVERNORS PROPOSES NOMINEES FOR ELECTION AS GOVERNORS AT THE ANNUAL MEETING. MEMBERS APPROVE THE ELECTION OF THE NOMINEES TO THE BOARD. |
| PART VI, LINE 11B | INSTITUTE MANAGEMENT AND AN EXTERNAL TAX ADVISER, PRICEWATERHOUSECOOPERS, REVIEW THE FORM 990 BEFORE IT IS PRESENTED TO THE ICI AUDIT COMMITTEE FOR REVIEW AND APPROVAL. AFTER THE AUDIT COMMITTEE'S APPROVAL, ICI PROVIDES A COMPLETE COPY OF THE FORM 990 TO ALL MEMBERS OF ITS BOARD OF GOVERNORS BEFORE FILING THE FORM. |
| PART VI, LINE 12C | ANNUALLY, EMPLOYEES ARE REQUIRED TO SIGN AN ACKNOWLEDGEMENT FORM INDICATING THAT THEY HAVE READ AND UNDERSTAND THE INSTITUTE'S CONFLICT OF INTEREST POLICY. IN ADDITION, AND IN ORDER TO PROACTIVELY ADDRESS ANY POTENTIAL CONFLICTS OF INTEREST THAT MAY RESULT IN A MATERIALLY FINANCIAL BENEFIT, INSTITUTE BOARD MEMBERS, OFFICERS, KEY EMPLOYEES AND OTHER SELECTED SENIOR STAFF ARE REQUIRED TO ANNUALLY COMPLETE AND SUBMIT A DISCLOSURE FORM INDICATING WHETHER THEY OR THEIR FAMILY MEMBERS HAVE ANY OUTSIDE INTERESTS, ACTIVITIES, TRANSACTIONS, OR RELATIONSHIPS WHICH MAY CONSTITUTE A CONFLICT OF INTEREST. IF IT IS DETERMINED THAT A CONFLICT EXISTS THAT MATERIALLY AND ADVERSELY AFFECTS THE INTERESTS OF THE INSTITUTE, SUBSEQUENT ACTION MAY BE TAKEN SUCH AS RECUSING THE INDIVIDUAL FROM PARTICIPATION IN RELATED DISCUSSIONS OR DECISIONS WITHIN THE INSTITUTE, OR REQUESTING THE INDIVIDUAL'S RESIGNATION. IT MAY ALSO BE DETERMINED THAT NO ACTION IS NECESSARY AS THE CONFLICT IS UNLIKELY TO AFFECT THE INDIVIDUAL'S ABILITY TO ACT IN THE BEST INTERESTS OF THE INSTITUTE. |
| PART VI, LINES 15A AND 15B | COMPENSATION FOR THE PRESIDENT & CEO, OFFICERS AND OTHER SENIOR STAFF IS REVIEWED AND APPROVED ANNUALLY BY THE COMPENSATION COMMITTEE ELECTED BY THE BOARD OF GOVERNORS. PRIOR TO MAKING ANY DECISIONS, COMPENSATION IS BENCHMARKED AGAINST EXTERNAL SURVEY DATA FOR COMPARABLE POSITIONS, INCLUDING DATA FROM NON-PROFIT SURVEYS, IRS FORM 990'S AND INDUSTRY SURVEYS. COMPENSATION IS ALSO DETERMINED IN CONSIDERATION OF INDIVIDUAL AND INSTITUTE PERFORMANCE AGAINST GOALS.THE COMPENSATION COMMITTEE AND THE INSTITUTE MAY ALSO PERIODICALLY RETAIN THE SERVICES OF AN INDEPENDENT COMPENSATION CONSULTANT TO ADDRESS EXECUTIVE COMPENSATION. RECOMMENDATIONS FOR THE PRESIDENT & CEO AND OTHER KEY STAFF ARE ALSO PRESENTED TO, AND APPROVED BY, THE EXECUTIVE COMMITTEE OF THE BOARD OF GOVERNORS. CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATIONS, DECISIONS AND ACTIONS OF THE COMPENSATION COMMITTEE AND THE EXECUTIVE COMMITTEE ARE DOCUMENTED IN THE MINUTES OF EACH COMMITTEE AND IN RECORDS MAINTAINED BY THE HUMAN RESOURCES DEPARTMENT. |
| PART VI, LINE 19 | THE INSTITUTE'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. |
| LINE XI, LINE 9 | ACTUARIAL PENSION/POSTRETIREMENT PLAN GAIN $ (869,481) LOSS ON FOREIGN CURRENCY TRANSLATION $ (64,002) OTHER COMPONENTS OF NET PERIODIC COST $ (696,718) |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ICI EDUCATION FOUNDATION | ||||||||||
| 1401 H STREET NW | WASHINGTON | DC | 20005 | 521659777 | INV EDUCATION | DE | 501(c)(3) | 12A | ICI | Yes (true) |
| ICI POLITICAL ACTION COMMITTEE | ||||||||||
| 1401 H STREET NW | WASHINGTON | DC | 20005 | 521539838 | PAC | DE | 527 | N/A | ICI | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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