INSTITUTE OF INTERNATIONAL BANKERS
Cite this
Plain text INSTITUTE OF INTERNATIONAL BANKERS. furp.org, nonprofit organization profile, tax years 2020–2025. https://furp.org/org/institute-of-international-bankers-237296309. Retrieved 2026-10-23.
APA furp.org. (n.d.). INSTITUTE OF INTERNATIONAL BANKERS [Nonprofit organization profile; tax years 2020–2025]. Retrieved October 23, 2026, from https://furp.org/org/institute-of-international-bankers-237296309
MLA “INSTITUTE OF INTERNATIONAL BANKERS.” furp.org, tax years 2020–2025, https://furp.org/org/institute-of-international-bankers-237296309. Accessed 23 Oct. 2026.
Retrieved 2026-10-23; covers tax years 2020–2025. Data: furp.org, CC BY 4.0.
2025 · Form 990 · revenue $7.2M · expenses $6.7M · assets $12.6M
- EIN
- 23-7296309
- Address
- 299 PARK AVENUE 17TH FLOOR, NEW YORK, NY 10171-0002
- Website
- WWW.IIB.ORG
- NTEE code
- -
- Exempt type
- 501(c)(6): business league or chamber of commerce (association)
- Ruling date
- June 1973 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- No
- Cross-check
- ProPublica Nonprofit Explorer
Mission
THE IIB REPRESENTS THE INTERESTS OF THE INTERNATIONAL BANKING COMMUNITY BEFORE U.S. LEGISLATIVE/REGULATORY BODIES LIAISES WITH INTERNATIONAL REGULATORY BODIES SERVES AS A SOURCE OF INFORMATION TO THE MEDIA AND OTHER INTERESTED PARTIES PROVIDES A FORUM FOR DISCUSSION OF ISSUES COMMON TO INTERNATIONAL BANKERS.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
17 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Stephanie Webster | GENERAL COUNSEL | 2020-2025 | $642,653 | $3,367,073 | 1 |
| Bethany A Zorc | CHIEF EXECUTIVE OFFICER | 2023-2025 | $997,511 | $2,557,144 | 1 |
| James Strype | DIR. IT & INFRASTRUCTURE | 2020-2025 | $212,617 | $1,195,223 | 1 |
| Maura Christ | EXECUTIVE ASSISTANT | 2020-2025 | $151,075 | $934,834 | 1 |
| Michelle A Meertens | DEPUTY GENERAL COUNSEL | 2023-2025 | $273,602 | $769,774 | 1 |
| Garrett D Hawkins | DIRECTOR OF COMMUNICATIONS | 2023-2025 | $160,269 | $523,730 | 1 |
| Kyle Simpson | DIRECTOR OF GOVERNMENT RELATIONS | 2024-2025 | $279,296 | $482,311 | 1 |
| Daniela Colucci Dixon | EVENTS AND SPONSORSHIPS MANAGER | 2025 | $162,598 | $162,598 | 1 |
| Jana Conner | CHIEF OPERATING OFFICER | 2025 | $65,842 | $65,842 | 1 |
| Briget Polichene (former) | CHIEF EXECUTIVE OFFICER (OUTGOING) | 2020-2023 | $484,531 | $2,788,346 | 1 |
| William J Harris (former) | CHIEF ADMIN OFFICER (OUTGOING) | 2020-2022 | $215,657 | $687,802 | 1 |
| Meghan Milloy (former) | DIR. STRATEGIC COMMUNICATIONS | 2020-2022 | $235,855 | $664,095 | 1 |
| Paul Begey (former) | Director Gov Relations | 2020 | $221,557 | $221,557 | 1 |
| Justin M Underwood (former) | DIRECTOR OF GOVERNMENT RELATIONS (OUTGOING) | 2023 | $215,912 | $215,912 | 2 |
| Adrianne Sacchetti (former) | EVENT MARKETING MANAGER | 2022 | $125,876 | $125,876 | 1 |
| Patrick K Ames (former) | DIRECTOR OF GOVT AFFAIRS | 2022 | $108,835 | $108,835 | 1 |
| P Keaghan Ames (former) | Director of Federal Govt Affairs | 2021 | $108,557 | $108,557 | 1 |
Officers and directors, no compensation reported
65 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Amit Verma | TRUSTEE | 2024-2025 | 1 | $0 reported | 1 |
| Angie Karna | CHAIR, FIN. & AUDIT COMMITTEE | 2020-2025 | 1 | $0 reported | 1 |
| Bill Woodley | TRUSTEE | 2020-2025 | 1 | $0 reported | 1 |
| Brian Fullan | TRUSTEE | 2024-2025 | 1 | $0 reported | 1 |
| Brian Yoshida | TRUSTEE | 2024-2025 | 1 | $0 reported | 1 |
| Carl F Amendola | TRUSTEE | 2020-2025 | 1 | $0 reported | 1 |
| Carolina Beghelli | TRUSTEE | 2024-2025 | 1 | $0 reported | 1 |
| Christian Steffens | TRUSTEE | 2024-2025 | 1 | $0 reported | 1 |
| Gerry Keefe | TRUSTEE (OUTGOING) | 2022-2025 | 1 | $0 reported | 1 |
| Glenn Gibson | TRUSTEE | 2020-2025 | 1 | $0 reported | 1 |
| Henrik M Steffensen | TRUSTEE | 2020-2025 | 1 | $0 reported | 1 |
| Javier Rodriguez | TRUSTEE | 2022-2025 | 1 | $0 reported | 1 |
| John Geremia | SECRETARY | 2020-2025 | 1 | $0 reported | 1 |
| John Penn | TRUSTEE | 2020-2025 | 1 | $0 reported | 1 |
| Jonathan Hummel | TRUSTEE | 2024-2025 | 1 | $0 reported | 1 |
| Laura Schisgall | TRUSTEE | 2024-2025 | 1 | $0 reported | 1 |
| Mark Cahaney | TRUSTEE | 2020-2025 | 1 | $0 reported | 1 |
| Mark Thumser | TRUSTEE | 2024-2025 | 1 | $0 reported | 1 |
| Michael Forlenza | TRUSTEE | 2023-2025 | 1 | $0 reported | 2 |
| Paul Milleliri | TRUSTEE | 2020-2025 | 1 | $0 reported | 1 |
| Per Dyrvik | TRUSTEE | 2020-2025 | 1 | $0 reported | 2 |
| Peter Ling | TRUSTEE | 2024-2025 | 1 | $0 reported | 1 |
| Richard Haworth | BOARD CHAIR | 2020-2025 | 1 | $0 reported | 1 |
| Richard Skoller | TRUSTEE (OUTGOING) | 2023-2025 | 1 | $0 reported | 2 |
| Sandra Peterson | TRUSTEE | 2020-2025 | 1 | $0 reported | 1 |
| Scott Flood | TRUSTEE | 2024-2025 | 1 | $0 reported | 1 |
| Shaun Taylor | TRUSTEE (OUTGOING) | 2020-2025 | 1 | $0 reported | 1 |
| Sola Yomi-Ajayi | TRUSTEE (OUTGOING) | 2023-2025 | 1 | $0 reported | 1 |
| Tony Dunne | BOARD VICE CHAIR | 2020-2025 | 1 | $0 reported | 1 |
| Zheng Lu | TRUSTEE | 2024-2025 | 1 | $0 reported | 1 |
| Adam Hopkins | TRUSTEE | 2025 | 1 | $0 reported | 2 |
| Jason Henderson | TRUSTEE | 2025 | 1 | $0 reported | 2 |
| Mandy Defilippo | TRUSTEE | 2025 | 1 | $0 reported | 1 |
| Patricia Koo | TRUSTEE | 2025 | 1 | $0 reported | 1 |
| Rotimi Morohunfola | TRUSTEE | 2025 | 1 | $0 reported | 1 |
| Carol Mathis | TREASURER | 2025 | 1 | $0 reported | 1 |
| Giacomo Fornari (former) | TRUSTEE (OUTGOING) | 2020-2024 | 1 | $0 reported | 1 |
| Joseph Loffredo (former) | TREASURER (OUTGOING) | 2020-2024 | 1 | $0 reported | 1 |
| Juan Alvarez (former) | TRUSTEE (OUTGOING) | 2023-2024 | 1 | $0 reported | 1 |
| Mario Fujii (former) | TRUSTEE (OUTGOING) | 2022-2024 | 1 | $0 reported | 1 |
| Pierre Osterrath (former) | TRUSTEE (OUTGOING) | 2021-2024 | 1 | $0 reported | 1 |
| Roger Blissett (former) | TRUSTEE (OUTGOING) | 2020-2024 | 1 | $0 reported | 1 |
| Tomohiro Yamazaki (former) | TRUSTEE (OUTGOING) | 2022-2024 | 1 | $0 reported | 1 |
| Virendra Bansal (former) | TRUSTEE (OUTGOING) | 2020-2024 | 1 | $0 reported | 1 |
| Atsushi Shibukawa (former) | TRUSTEE (OUTGOING) | 2021-2023 | 1 | $0 reported | 2 |
| Brad Rothbaum (former) | TRUSTEE (OUTGOING) | 2020-2023 | 1 | $0 reported | 1 |
| Christiana Riley (former) | TRUSTEE (OUTGOING) | 2020-2023 | 1 | $0 reported | 1 |
| Issa N Baconi (former) | TRUSTEE | 2020-2023 | 1 | $0 reported | 1 |
| Jc Alvarez De Soto (former) | TRUSTEE (OUTGOING) | 2020-2023 | 1 | $0 reported | 1 |
| Jerome Le Jamtel (former) | TRUSTEE (OUTGOING) | 2020-2023 | 1 | $0 reported | 1 |
| Joerg Riegel (former) | VICE CHAIR/REG POLICY (OUTGOING) | 2020-2023 | 1 | $0 reported | 1 |
| Nomita Singh (former) | TRUSTEE (OUTGOING) | 2020-2023 | 1 | $0 reported | 1 |
| Rafael Roldos-Leindekar (former) | TRUSTEE (OUTGOING) | 2022-2023 | 1 | $0 reported | 1 |
| Richard Ferguson (former) | TRUSTEE | 2020-2023 | 1 | $0 reported | 1 |
| Sola Yomi-Ajaya (former) | TRUSTEE | 2020-2022 | 0 | $0 reported | 1 |
| Mark Hutchinson (former) | Executive Committee | 2020-2021 | 1 | $0 reported | 1 |
| Yong Ma (former) | Executive Committee | 2020-2021 | 1 | $0 reported | 1 |
| Mauricio Azambuja (former) | Trustee | 2021 | 0 | $0 reported | 1 |
| Jack Hogan (former) | Trustee | 2020-2021 | 0 | $0 reported | 1 |
| Andy Schaeffer (former) | Trustee | 2020-2021 | 0 | $0 reported | 1 |
| Javier Rodriguez Soler (former) | Trustee | 2021 | 0 | $0 reported | 1 |
| Slawomir Krupa (former) | Executive Committee | 2020 | 1 | $0 reported | 1 |
| Koichi Zaiki (former) | Executive Committee | 2020 | 1 | $0 reported | 1 |
| Daniel Bogado de Leite (former) | Trustee | 2020 | 0 | $0 reported | 1 |
| Shane Clanton (former) | Trustee | 2020 | 0 | $0 reported | 1 |
People by year
2025 · 45 people listed · 9 paid, $2.9M · 10 employees · 32 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BETHANY A ZORC | CHIEF EXECUTIVE OFFICER | 40 | $944,751 | $0 | $52,760 | $997,511 | 1 |
| STEPHANIE WEBSTER | GENERAL COUNSEL | 40 | $597,913 | $0 | $44,740 | $642,653 | 1 |
| KYLE SIMPSON | DIRECTOR OF GOVERNMENT RELATIONS | 40 | $252,746 | $0 | $26,550 | $279,296 | 1 |
| MICHELLE A MEERTENS | DEPUTY GENERAL COUNSEL | 40 | $247,860 | $0 | $25,742 | $273,602 | 1 |
| JAMES STRYPE | DIR. IT & INFRASTRUCTURE | 40 | $190,899 | $0 | $21,718 | $212,617 | 1 |
| DANIELA COLUCCI DIXON | EVENTS AND SPONSORSHIPS MANAGER | 40 | $143,256 | $0 | $19,342 | $162,598 | 1 |
| GARRETT D HAWKINS | DIRECTOR OF COMMUNICATIONS | 40 | $136,751 | $0 | $23,518 | $160,269 | 1 |
| MAURA CHRIST | EXECUTIVE ASSISTANT | 24 | $130,293 | $0 | $20,782 | $151,075 | 1 |
| JANA CONNER | CHIEF OPERATING OFFICER | 40 | $57,292 | $0 | $8,550 | $65,842 | 1 |
| ADAM HOPKINS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| AMIT VERMA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| ANGIE KARNA | CHAIR, FIN. & AUDIT COMMITTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BILL WOODLEY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BRIAN FULLAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BRIAN YOSHIDA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| CARL F AMENDOLA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| CAROLINA BEGHELLI | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| CHRISTIAN STEFFENS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| GERRY KEEFE | TRUSTEE (OUTGOING) | 1 | $0 | $0 | $0 | $0 | 1 |
| GLENN GIBSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| HENRIK M STEFFENSEN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JASON HENDERSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JAVIER RODRIGUEZ | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN GEREMIA | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN PENN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JONATHAN HUMMEL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| LAURA SCHISGALL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MANDY DEFILIPPO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MARK CAHANEY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MARK THUMSER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL FORLENZA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| PATRICIA KOO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| PAUL MILLELIRI | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| PER DYRVIK | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| PETER LING | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| RICHARD HAWORTH | BOARD CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| RICHARD SKOLLER | TRUSTEE (OUTGOING) | 1 | $0 | $0 | $0 | $0 | 2 |
| ROTIMI MOROHUNFOLA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| SANDRA PETERSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| SCOTT FLOOD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| SHAUN TAYLOR | TRUSTEE (OUTGOING) | 1 | $0 | $0 | $0 | $0 | 1 |
| SOLA YOMI-AJAYI | TRUSTEE (OUTGOING) | 1 | $0 | $0 | $0 | $0 | 1 |
| TONY DUNNE | BOARD VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| ZHENG LU | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| CAROL MATHIS | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
2024 · 45 people listed · 7 paid, $2.5M · 10 employees · 31 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BETHANY A ZORC | CHIEF EXECUTIVE OFFICER | 40 | $893,878 | $0 | $20,650 | $914,528 | 1 |
| STEPHANIE WEBSTER | GENERAL COUNSEL | 40 | $563,314 | $0 | $20,650 | $583,964 | 1 |
| MICHELLE A MEERTENS | DEPUTY GENERAL | 40 | $234,518 | $0 | $14,760 | $249,278 | 1 |
| GARRETT D HAWKINS | DIRECTOR OF COMMUNICATIONS | 40 | $200,080 | $0 | $6,707 | $206,787 | 1 |
| KYLE SIMPSON | DIRECTOR OF GOVERNMENT RELATIONS | 40 | $195,865 | $0 | $7,150 | $203,015 | 1 |
| JAMES STRYPE | DIR. IT & INFRASTRUCTURE | 40 | $176,996 | $0 | $13,308 | $190,304 | 1 |
| MAURA CHRIST | MEMBERSHIP DEVELOP MANAGER | 40 | $161,011 | $0 | $0 | $161,011 | 1 |
| AMIT VERMA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| ANGIE KARNA | CHAIR, FIN. & AUDIT COMMITTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BILL WOODLEY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BRIAN FULLAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BRIAN YOSHIDA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| CARL F AMENDOLA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| CAROLINA BEGHELLI | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| CHRISTIAN STEFFENS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| GERRY KEEFE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| GIACOMO FORNARI | TRUSTEE (OUTGOING) | 1 | $0 | $0 | $0 | $0 | 1 |
| GLENN GIBSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| HENRIK M STEFFENSEN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JAVIER RODRIGUEZ | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN GEREMIA | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN PENN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JONATHAN HUMMEL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JOSEPH LOFFREDO | TREASURER (OUTGOING) | 1 | $0 | $0 | $0 | $0 | 1 |
| JUAN ALVAREZ | TRUSTEE (OUTGOING) | 1 | $0 | $0 | $0 | $0 | 1 |
| LAURA SCHISGALL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MARIO FUJII | TRUSTEE (OUTGOING) | 1 | $0 | $0 | $0 | $0 | 1 |
| MARK CAHANEY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MARK THUMSER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL FORLENZA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| PAUL MILLELIRI | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| PER DYRVIK | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| PETER LING | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| PIERRE OSTERRATH | TRUSTEE (OUTGOING) | 1 | $0 | $0 | $0 | $0 | 1 |
| RICHARD HAWORTH | BOARD CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| RICHARD SKOLLER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| ROGER BLISSETT | TRUSTEE (OUTGOING) | 1 | $0 | $0 | $0 | $0 | 1 |
| SANDRA PETERSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| SCOTT FLOOD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| SHAUN TAYLOR | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| SOLA YOMI-AJAYI | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| TOMOHIRO YAMAZAKI | TRUSTEE (OUTGOING) | 1 | $0 | $0 | $0 | $0 | 1 |
| TONY DUNNE | BOARD VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| VIRENDRA BANSAL | TRUSTEE (OUTGOING) | 1 | $0 | $0 | $0 | $0 | 1 |
| ZHENG LU | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2023 · 45 people listed · 8 paid, $2.6M · 12 employees · 29 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BETHANY A ZORC | CHIEF EXECUTIVE OFFICER | 40 | $625,755 | $0 | $19,350 | $645,105 | 1 |
| STEPHANIE WEBSTER | GENERAL COUNSEL | 40 | $526,070 | $0 | $19,350 | $545,420 | 1 |
| BRIGET POLICHENE | CHIEF EXECUTIVE OFFICER (OUTGOING) | 40 | $473,018 | $0 | $11,513 | $484,531 | 1 |
| MICHELLE A MEERTENS | DEPUTY GENERAL COUNSEL | 40 | $230,565 | $0 | $16,329 | $246,894 | 1 |
| JUSTIN M UNDERWOOD | DIRECTOR OF GOVERNMENT RELATIONS (OUTGOING) | 40 | $205,194 | $0 | $10,718 | $215,912 | 2 |
| JAMES STRYPE | DIR. IT & INFRASTRUCTURE | 40 | $169,397 | $0 | $14,075 | $183,472 | 1 |
| MAURA CHRIST | MEMBERSHIP DEVELOP MANAGER | 40 | $155,331 | $0 | $8,550 | $163,881 | 1 |
| GARRETT D HAWKINS | DIRECTOR OF COMMUNICATIONS | 40 | $148,124 | $0 | $8,550 | $156,674 | 1 |
| ANGIE KARNA | CHAIR FINANCE & AUDIT (OUTGOING) | 1 | $0 | $0 | $0 | $0 | 1 |
| ATSUSHI SHIBUKAWA | TRUSTEE (OUTGOING) | 1 | $0 | $0 | $0 | $0 | 2 |
| BILL WOODLEY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BRAD ROTHBAUM | TRUSTEE (OUTGOING) | 1 | $0 | $0 | $0 | $0 | 1 |
| CARL F AMENDOLA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| CHRISTIANA RILEY | TRUSTEE (OUTGOING) | 1 | $0 | $0 | $0 | $0 | 1 |
| GERRY KEEFE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| GIACOMO FORNARI | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| GLENN GIBSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| HENRIK M STEFFENSEN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| ISSA N BACONI | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JAVIER RODRIGUEZ | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JC ALVAREZ DE SOTO | TRUSTEE (OUTGOING) | 1 | $0 | $0 | $0 | $0 | 1 |
| JEROME LE JAMTEL | TRUSTEE (OUTGOING) | 1 | $0 | $0 | $0 | $0 | 1 |
| JOERG RIEGEL | VICE CHAIR/REG POLICY (OUTGOING) | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN GEREMIA | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN PENN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JOSEPH LOFFREDO | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| JUAN ALVAREZ | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MARIO FUJII | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MARK CAHANEY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL FORLENZA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| NOMITA SINGH | TRUSTEE (OUTGOING) | 1 | $0 | $0 | $0 | $0 | 1 |
| PAUL MILLELIRI | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| PER DYRVIK | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| PIERRE OSTERRATH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| RAFAEL ROLDOS-LEINDEKAR | TRUSTEE (OUTGOING) | 1 | $0 | $0 | $0 | $0 | 1 |
| RICHARD FERGUSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| RICHARD HAWORTH | BOARD CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| RICHARD SKOLLER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| ROGER BLISSETT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| SANDRA PETERSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| SHAUN TAYLOR | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| SOLA YOMI-AJAYI | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| TOMOHIRO YAMAZAKI | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| TONY DUNNE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| VIRENDRA BANSAL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2022 · 42 people listed · 8 paid, $2.4M · 10 employees · 33 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BRIGET POLICHENE | CHIEF EXECUTIVE OFFICER | 40 | $802,471 | $0 | $29,135 | $831,606 | 1 |
| STEPHANIE WEBSTER | GENERAL COUNSEL | 40 | $469,102 | $0 | $69,439 | $538,541 | 1 |
| MEGHAN MILLOY | DIR. STRATEGIC COMMUNICATIONS | 40 | $202,313 | $0 | $33,542 | $235,855 | 1 |
| JAMES STRYPE | DIR. IT & INFRASTRUCTURE | 40 | $158,213 | $0 | $57,653 | $215,866 | 1 |
| WILLIAM J HARRIS | CHIEF ADMIN OFFICER (OUTGOING) | 40 | $191,750 | $0 | $23,907 | $215,657 | 1 |
| MAURA CHRIST | MEMBERSHIP DEVELOP MANAGER | 40 | $140,438 | $0 | $11,650 | $152,088 | 1 |
| ADRIANNE SACCHETTI | EVENT MARKETING MANAGER | 40 | $102,252 | $0 | $23,624 | $125,876 | 1 |
| PATRICK K AMES | DIRECTOR OF GOVT AFFAIRS | 40 | $102,130 | $0 | $6,705 | $108,835 | 1 |
| ANGIE KARNA | CHAIR FINANCE & AUDIT | 1 | $0 | $0 | $0 | $0 | 1 |
| ATSUSHI SHIBUKAWA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| BILL WOODLEY | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| BRAD ROTHBAUM | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| CARL F AMENDOLA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| CHRISTIANA RILEY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| GERRY KEEFE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| GIACOMO FORNARI | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| GLENN GIBSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| HENRIK M STEFFENSEN | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| ISSA N BACONI | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JAVIER RODRIGUEZ | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JC ALVAREZ DE SOTO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JEROME LE JAMTEL | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JOERG RIEGEL | VICE CHAIR LEG/REG POLICY | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN GEREMIA | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN PENN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JOSEPH LOFFREDO | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| MARIO FUJII | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| MARK CAHANEY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| NOMITA SINGH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| PAUL MILLELIRI | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| PER DYRVIK | CHAIR | 2 | $0 | $0 | $0 | $0 | 2 |
| PIERRE OSTERRATH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| RAFAEL ROLDOS-LEINDEKAR | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| RICHARD FERGUSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| RICHARD HAWORTH | VICE CHAIR | 2 | $0 | $0 | $0 | $0 | 1 |
| ROGER BLISSETT | CHAIR LEG/REG POLICY | 1 | $0 | $0 | $0 | $0 | 1 |
| SANDRA PETERSON | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| SHAUN TAYLOR | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| SOLA YOMI-AJAYA | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| TOMOHIRO YAMAZAKI | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| TONY DUNNE | CHAIR MEMBERSHIP | 1 | $0 | $0 | $0 | $0 | 1 |
| VIRENDRA BANSAL | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
2021 · 42 people listed · 7 paid, $2.2M · 11 employees · 35 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Briget Polichene | Chief Executive Officer | 40 | $758,716 | $0 | $44,180 | $802,896 | 1 |
| Stephanie Webster | General Counsel | 40 | $468,775 | $0 | $54,417 | $523,192 | 1 |
| William J Harris | Chief Administrative Officer | 40 | $195,452 | $0 | $38,260 | $233,712 | 1 |
| Meghan Milloy | Director Strategic Communicatoins | 40 | $198,057 | $0 | $26,899 | $224,956 | 1 |
| James Strype | Director IT & Infrastructure | 40 | $156,251 | $0 | $43,163 | $199,414 | 1 |
| Maura Christ | Membership Development Manager | 40 | $135,553 | $0 | $16,665 | $152,218 | 1 |
| P Keaghan Ames | Director of Federal Govt Affairs | 40 | $101,158 | $0 | $7,399 | $108,557 | 1 |
| Per Dyrvik | Chair | 2 | $0 | $0 | $0 | $0 | 2 |
| Richard Haworth | Vice Chair | 1 | $0 | $0 | $0 | $0 | 1 |
| John Geremia | Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| Roger Blissett | Chair Leg/Reg Policy | 1 | $0 | $0 | $0 | $0 | 1 |
| Angie Karna | Chair Finance & Audit | 1 | $0 | $0 | $0 | $0 | 1 |
| Tony Dunne | Chair Membership | 1 | $0 | $0 | $0 | $0 | 1 |
| JC Alvarez de Soto | Executive Committee | 1 | $0 | $0 | $0 | $0 | 1 |
| Carl F Amendola | Executive Committee | 1 | $0 | $0 | $0 | $0 | 1 |
| Issa N Baconi | Executive Committee | 1 | $0 | $0 | $0 | $0 | 1 |
| Mark Cahaney | Executive Committee | 1 | $0 | $0 | $0 | $0 | 1 |
| Richard Ferguson | Executive Committee | 1 | $0 | $0 | $0 | $0 | 1 |
| Glenn Gibson | Executive Committee | 1 | $0 | $0 | $0 | $0 | 1 |
| Mark Hutchinson | Executive Committee | 1 | $0 | $0 | $0 | $0 | 1 |
| Yong Ma | Executive Committee | 1 | $0 | $0 | $0 | $0 | 1 |
| Pierre Osterrath | Executive Committee | 1 | $0 | $0 | $0 | $0 | 1 |
| John Penn | Executive Committee | 1 | $0 | $0 | $0 | $0 | 1 |
| Christiana Riley | Executive Committee | 1 | $0 | $0 | $0 | $0 | 1 |
| Atsushi Shibukawa | Executive Committee | 1 | $0 | $0 | $0 | $0 | 2 |
| Nomita Singh | Executive Committee | 1 | $0 | $0 | $0 | $0 | 1 |
| Shaun Taylor | Executive Committee | 1 | $0 | $0 | $0 | $0 | 1 |
| Mauricio Azambuja | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
| Virendra Bansal | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
| Giacomo Fornari | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
| Jack Hogan | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
| Jerome Le Jamtel | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
| Paul Milleliri | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
| Sandra Peterson | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
| Brad Rothbaum | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
| Andy Schaeffer | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
| Javier Rodriguez Soler | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
| Henrik M Steffensen | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
| Bill Woodley | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
| Sola Yomi-Ajaya | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
| Joseph Loffredo | Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
| Joerg Riegel | Vice Chair Leg/Reg Policy | 1 | $0 | $0 | $0 | $0 | 1 |
2020 · 42 people listed · 7 paid, $2.2M · 8 employees · 35 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Briget Polichene | Chief Executive Officer | 40 | $629,124 | $0 | $40,189 | $669,313 | 1 |
| Stephanie Webster | General Counsel | 40 | $460,927 | $0 | $72,376 | $533,303 | 1 |
| William J Harris | Chief Administrative Officer | 40 | $184,700 | $0 | $53,733 | $238,433 | 1 |
| Paul Begey | Director Gov Relations | 40 | $190,143 | $0 | $31,414 | $221,557 | 1 |
| Meghan Milloy | Director Strategic Communicatoins | 40 | $175,211 | $0 | $28,073 | $203,284 | 1 |
| James Strype | Director IT & Infrastructure | 40 | $140,683 | $0 | $52,867 | $193,550 | 1 |
| Maura Christ | Membership Development Manager | 40 | $132,114 | $0 | $22,447 | $154,561 | 1 |
| Per Dyrvik | Chair | 2 | $0 | $0 | $0 | $0 | 2 |
| Richard Haworth | Vice Chair | 1 | $0 | $0 | $0 | $0 | 1 |
| John Geremia | Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| Roger Blissett | Chair Leg/Reg Policy | 1 | $0 | $0 | $0 | $0 | 1 |
| Angie Karna | Chair Finance & Audit | 1 | $0 | $0 | $0 | $0 | 1 |
| Tony Dunne | Chair Membership | 1 | $0 | $0 | $0 | $0 | 1 |
| JC Alvarez de Soto | Executive Committee | 1 | $0 | $0 | $0 | $0 | 1 |
| Carl F Amendola | Executive Committee | 1 | $0 | $0 | $0 | $0 | 1 |
| Issa N Baconi | Executive Committee | 1 | $0 | $0 | $0 | $0 | 1 |
| Mark Cahaney | Executive Committee | 1 | $0 | $0 | $0 | $0 | 1 |
| Richard Ferguson | Executive Committee | 1 | $0 | $0 | $0 | $0 | 1 |
| Glenn Gibson | Executive Committee | 1 | $0 | $0 | $0 | $0 | 1 |
| Mark Hutchinson | Executive Committee | 1 | $0 | $0 | $0 | $0 | 1 |
| Slawomir Krupa | Executive Committee | 1 | $0 | $0 | $0 | $0 | 1 |
| Yong Ma | Executive Committee | 1 | $0 | $0 | $0 | $0 | 1 |
| John Penn | Executive Committee | 1 | $0 | $0 | $0 | $0 | 1 |
| Christiana Riley | Executive Committee | 1 | $0 | $0 | $0 | $0 | 1 |
| Nomita Singh | Executive Committee | 1 | $0 | $0 | $0 | $0 | 1 |
| Shaun Taylor | Executive Committee | 1 | $0 | $0 | $0 | $0 | 1 |
| Koichi Zaiki | Executive Committee | 1 | $0 | $0 | $0 | $0 | 1 |
| Virendra Bansal | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
| Daniel Bogado de Leite | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
| Shane Clanton | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
| Giacomo Fornari | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
| Jack Hogan | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
| Jerome Le Jamtel | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
| Paul Milleliri | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
| Sandra Peterson | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
| Brad Rothbaum | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
| Andy Schaeffer | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
| Henrik M Steffensen | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
| Bill Woodley | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
| Sola Yomi-Ajaya | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
| Joseph Loffredo | Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
| Joerg Riegel | Vice Chair Leg/Reg Policy | 1 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2025 · 5 contractors · $1.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| SKADDEN ARPS SLATE MEAGHER & FLOM LLP | WHITE PLAINS, NY | LEGAL SERVICES | $369,978 |
| CLEARY GOTTLIEB STEEN HAMILTON LLP | NEW YORK, NY | LEGAL SERVICES | $251,359 |
| RICH FEUER ANDERSON LLC | WASHINGTON, DC | GOVERNMENT AFFAIRS SERVICES | $240,073 |
| SULLIVAN & CROMWELL LLP | NEW YORK, NY | LEGAL SERVICES | $128,304 |
| ACCOUNTINGDEPARTMENTCOM | NAPLES, FL | ACCOUNTING SERVICES | $103,575 |
2024 · 4 contractors · $601K
| Name | Location | Service | Paid |
|---|---|---|---|
| RICH FEUER ANDERSON LLC | WASHINGTON, DC | LOBBYING | $261,616 |
| DEBEVOISE & PLIMPTON LLP | NEW YORK, NY | LEGAL SERVICES | $127,500 |
| ACCOUNTINGDEPARTMENTCOM | NAPLES, FL | ACCOUNTING SERVICES | $106,727 |
| CLEARY GOTTLIEB STEEN HAMILTON LLP | NEW YORK, NY | LEGAL SERVICES | $104,942 |
2023 · 4 contractors · $1.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| CLEARY GOTTLIEB STEEN HAMILTON LLP | NEW YORK, NY | LEGAL SERVICES | $1,132,864 |
| DEBEVOISE & PLIMPTON LLP | NEW YORK, NY | LEGAL SERVICES | $234,463 |
| RICH FEUER ANDERSON LLC | WASHINGTON, DC | LEGAL SERVICES | $192,675 |
| ERNST YOUNG LLP | PITTSBURGH, PA | ADVISORY SERVICES | $160,000 |
2022 · 5 contractors · $1.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| CLEARY GOTTLIEB STEEN & HAMILTON DC | WASHINGTON, DC | LEGAL FEES | $649,424 |
| SPENCER STUART | CHICAGO, IL | ADVISORY SERVICES | $217,310 |
| DEBEVOISE & PLIMPTON | NEW YORK, NY | LEGAL FEES | $211,953 |
| ERNST & YOUNG | SECAUCUS, NJ | TAX LEGAL CONSULTING | $194,559 |
| RICH FEUER ANDERSON | WASHINGTON, DC | LEGAL CONSULTING | $182,439 |
2021 · 3 contractors · $1.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| Cleary Gottlieb Steen and Hamilton | Washington, DC | Legal Fees | $699,260 |
| Rich Feuer Anderson | Washington, DC | Legal Consulting | $189,031 |
| Ernst & Young Washington Council | Pittsburgh, PA | Tax Legal Consulting | $128,000 |
2020 · 2 contractors · $1.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| Cleary Gottlieb Steen and Hamilton | Washington, DC | Legal Fees | $959,673 |
| Rich Feuer Anderson | Washington, DC | Legal Consulting | $226,625 |
Federal lobbying
Lobbying Disclosure Act reports naming a client or registrant with this organization's name and state. Spent: what lobbying for it cost (firm income plus its own reported expenses). Earned: income it reported as a lobbying firm.
| Year | Spent | Earned | Reports |
|---|---|---|---|
| 2026 | $600,000 | 9 | |
| 2025 | $990,000 | 12 | |
| 2024 | $760,000 | 12 | |
| 2023 | $400,000 | 11 |
Issues: Taxation/Internal Revenue Code, Banking, Financial Institutions/Investments/Securities
Firms hired: INSTITUTE OF INTERNATIONAL BANKERS, RICH FEUER ANDERSON, ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG), CLEARY GOTTLIEB STEEN & HAMILTON LLP, STEPTOE LLP, SULLIVAN & CROMWELL LLP
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990 | ||||||||
| $7,224,495 | $6,670,434 | $12,552,103 | $4,342,719 | $0 | $6,901,045 | $2,192,225 | 10 | 32 |
| 2024 · Form 990 | ||||||||
| $6,865,327 | $6,029,265 | $12,290,274 | $3,813,196 | $0 | $6,619,514 | $1,938,074 | 10 | 31 |
| 2023 · Form 990 | ||||||||
| $6,665,273 | $6,700,707 | $10,586,211 | $2,916,217 | $0 | $6,504,989 | $2,105,422 | 12 | 29 |
| 2022 · Form 990 | ||||||||
| $5,717,471 | $6,219,210 | $7,805,091 | $2,788,169 | $0 | $5,687,125 | $2,037,524 | 10 | 33 |
| 2021 · Form 990 | ||||||||
| $4,975,769 | $3,706,643 | $4,096,978 | $3,289,908 | $0 | $4,965,700 | $1,671,104 | 11 | 35 |
| 2020 · Form 990 | ||||||||
| $5,286,213 | $4,829,678 | $5,457,276 | $2,020,782 | $0 | $5,256,782 | $1,640,105 | 8 | 35 |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- ABA SECURITIES ASSOCIATION Washington, DC · 3 people in common (Jason Henderson, Michael Forlenza, Per Dyrvik)
- MIZUHO USA FOUNDATION INC New York, NY · 2 people in common (Adam Hopkins, Richard Skoller)
Funders of this organization
1 grantor reported grants to this organization, $5,000 in all, tax years 2023 to 2023. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| BGR FOUNDATION INC | Private foundation | Fuzzy filed as “INSTITUTE OF INTERNATIONAL BANKERS” | 2023 | 1 | $5,000 | 2023 | $5,000 | show |
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| INTERNATIONAL INSTITUTE OF ISLAMIC THOUGHT | VA | B20 | $13,846,067 | $13,090,298 | PRESIDENT/DIRECTOR | $0 | Similar name, revenue within 2x |
| INTERNATIONAL INSTITUTE OF RURAL RECONSTRUCTION | NY | Q30 | $2,437,168 | $8,900,190 | President | $230,052 | Similar name, revenue within 5x, same state |
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| DOMAN INTERNATIONAL INSTITUTE | PA | B28 | $1,500,410 | $1,507,666 | FOUNDER | $74,000 | Similar name, revenue within 5x |
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| Monterey Institute of International Studies | CA | Not reported | $37,465,368 | $37,431,367 | President | $393,551 | Similar name, revenue within 10x |
| INTERNATIONAL VACCINE INSTITUTE | Q05 | $68,966,984 | $74,250,925 | DIRECTOR GENERAL | $913,731 | Similar name, revenue within 10x | |
| INSTITUTE OF INTERNATIONAL EDUCATION INC | NY | Q22 | $306,381,946 | $301,758,130 | CEO/TRUSTEE (THRU 02/2025) | $948,481 | Similar name, revenue differs more than 10x, same state |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2025 · Form 990 · $6,670,434 spent · pay $3,446,573 · grants $0 · events $561,031
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $2,192,225 | - | - | - | 32.9% | |
| Fees: legal | $990,737 | - | - | - | 14.9% | |
| Other salaries and wages | $761,855 | - | - | - | 11.4% | |
| Occupancy | $616,290 | - | - | - | 9.2% | |
| Conferences, conventions and meetings | $561,031 | - | - | - | 8.4% | |
| Fees: lobbying | $398,073 | - | - | - | 6.0% | |
| Other employee benefits | $260,761 | - | - | - | 3.9% | |
| Payroll taxes | $147,108 | - | - | - | 2.2% | |
| Fees: accounting | $143,405 | - | - | - | 2.1% | |
| Travel | $100,168 | - | - | - | 1.5% | |
| Information technology | $87,435 | - | - | - | 1.3% | |
| Fees: other services | $85,537 | - | - | - | 1.3% | |
| Pension plan contributions | $84,624 | - | - | - | 1.3% | |
| Other (as described) | MISC EXPENSE | $76,492 | - | - | - | 1.1% |
| Other (as described) | DUES AND SUBSCRIPTIONS | $54,612 | - | - | - | 0.8% |
| Depreciation and depletion | $33,977 | - | - | - | 0.5% | |
| Other (as described) | MAINTENANCE | $28,243 | - | - | - | 0.4% |
| Office expenses | $22,322 | - | - | - | 0.3% | |
| Insurance | $21,258 | - | - | - | 0.3% | |
| Other (as described) | TRAINING | $3,280 | - | - | - | 0.0% |
| All other expenses | $1,001 | - | - | - | 0.0% | |
| Total | $6,670,434 | 100% |
2024 · Form 990 · $6,029,265 spent · pay $3,325,104 · grants $0 · events $492,831
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $1,938,074 | - | - | - | 32.1% | |
| Other salaries and wages | $830,464 | - | - | - | 13.8% | |
| Fees: legal | $689,955 | - | - | - | 11.4% | |
| Occupancy | $608,395 | - | - | - | 10.1% | |
| Conferences, conventions and meetings | $492,831 | - | - | - | 8.2% | |
| Fees: lobbying | $307,616 | - | - | - | 5.1% | |
| Other employee benefits | $266,801 | - | - | - | 4.4% | |
| Fees: other services | $208,966 | - | - | - | 3.5% | |
| Pension plan contributions | $158,418 | - | - | - | 2.6% | |
| Payroll taxes | $131,347 | - | - | - | 2.2% | |
| Travel | $97,193 | - | - | - | 1.6% | |
| Office expenses | $78,921 | - | - | - | 1.3% | |
| Information technology | $62,168 | - | - | - | 1.0% | |
| Other (as described) | MISC EXPENSE | $46,205 | - | - | - | 0.8% |
| Other (as described) | MAINTENANCE | $28,347 | - | - | - | 0.5% |
| Depreciation and depletion | $26,895 | - | - | - | 0.4% | |
| Insurance | $23,653 | - | - | - | 0.4% | |
| Other (as described) | DUES AND SUBSCRIPTIONS | $23,372 | - | - | - | 0.4% |
| Other (as described) | BAD DEBT | $5,535 | - | - | - | 0.1% |
| All other expenses | $3,265 | - | - | - | 0.1% | |
| Interest | $844 | - | - | - | 0.0% | |
| Total | $6,029,265 | 100% |
2023 · Form 990 · $6,700,707 spent · pay $3,302,730 · grants $0 · events $383,020
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $2,105,422 | - | - | - | 31.4% | |
| Fees: legal | $1,322,862 | - | - | - | 19.7% | |
| Other salaries and wages | $763,023 | - | - | - | 11.4% | |
| Occupancy | $534,648 | - | - | - | 8.0% | |
| Fees: lobbying | $394,314 | - | - | - | 5.9% | |
| Conferences, conventions and meetings | $383,020 | - | - | - | 5.7% | |
| Fees: other services | $352,151 | - | - | - | 5.3% | |
| Other employee benefits | $222,160 | - | - | - | 3.3% | |
| Payroll taxes | $139,206 | - | - | - | 2.1% | |
| Travel | $121,479 | - | - | - | 1.8% | |
| Office expenses | $82,970 | - | - | - | 1.2% | |
| Pension plan contributions | $72,919 | - | - | - | 1.1% | |
| Other (as described) | BAD DEBT | $59,400 | - | - | - | 0.9% |
| Information technology | $50,576 | - | - | - | 0.8% | |
| Depreciation and depletion | $37,172 | - | - | - | 0.6% | |
| Other (as described) | MAINTENANCE | $34,250 | - | - | - | 0.5% |
| Other (as described) | DUES AND SUBSCRIPTIONS | $13,483 | - | - | - | 0.2% |
| Insurance | $11,652 | - | - | - | 0.2% | |
| Total | $6,700,707 | 100% |
2022 · Form 990 · $6,219,210 spent · pay $3,372,359 · grants $0 · events $347,134
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $2,037,524 | - | - | - | 32.8% | |
| Other salaries and wages | $769,138 | - | - | - | 12.4% | |
| Fees: lobbying | $703,000 | - | - | - | 11.3% | |
| Fees: legal | $633,157 | - | - | - | 10.2% | |
| Depreciation and depletion | $525,785 | - | - | - | 8.5% | |
| Conferences, conventions and meetings | $347,134 | - | - | - | 5.6% | |
| Other employee benefits | $340,016 | - | - | - | 5.5% | |
| Fees: accounting | $135,468 | - | - | - | 2.2% | |
| Payroll taxes | $123,836 | - | - | - | 2.0% | |
| Pension plan contributions | $101,845 | - | - | - | 1.6% | |
| Occupancy | $91,001 | - | - | - | 1.5% | |
| Office expenses | $79,213 | - | - | - | 1.3% | |
| Other (as described) | BAD DEBT | $77,735 | - | - | - | 1.2% |
| Travel | $68,758 | - | - | - | 1.1% | |
| Information technology | $61,023 | - | - | - | 1.0% | |
| Fees: other services | $47,228 | - | - | - | 0.8% | |
| Other (as described) | DUES AND SUBSCRIPTIONS | $24,842 | - | - | - | 0.4% |
| Insurance | $22,305 | - | - | - | 0.4% | |
| Other (as described) | MAINTENANCE | $11,974 | - | - | - | 0.2% |
| Other (as described) | EQUIPMENT LEASE | $7,554 | - | - | - | 0.1% |
| All other expenses | $7,279 | - | - | - | 0.1% | |
| Advertising and promotion | $3,395 | - | - | - | 0.1% | |
| Total | $6,219,210 | 100% |
2021 · Form 990 · $3,706,643 spent · pay $2,082,966 · grants $0 · events $10,474
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $1,671,104 | - | - | - | 45.1% | |
| Fees: legal | $616,790 | - | - | - | 16.6% | |
| Occupancy | $401,963 | - | - | - | 10.8% | |
| Fees: lobbying | $335,000 | - | - | - | 9.0% | |
| Other employee benefits | $159,525 | - | - | - | 4.3% | |
| Other salaries and wages | $94,897 | - | - | - | 2.6% | |
| Pension plan contributions | $92,515 | - | - | - | 2.5% | |
| Payroll taxes | $64,925 | - | - | - | 1.8% | |
| Information technology | $45,939 | - | - | - | 1.2% | |
| Office expenses | $39,699 | - | - | - | 1.1% | |
| Depreciation and depletion | $34,178 | - | - | - | 0.9% | |
| Travel | $31,983 | - | - | - | 0.9% | |
| Other (as described) | Trade Org Dues and Subscriptions | $29,242 | - | - | - | 0.8% |
| Fees: accounting | $25,000 | - | - | - | 0.7% | |
| Other (as described) | Business Dev and Gov Relations | $20,572 | - | - | - | 0.6% |
| Insurance | $19,288 | - | - | - | 0.5% | |
| Fees: management | $11,704 | - | - | - | 0.3% | |
| Conferences, conventions and meetings | $10,474 | - | - | - | 0.3% | |
| Advertising and promotion | $1,845 | - | - | - | 0.0% | |
| Total | $3,706,643 | 100% |
2020 · Form 990 · $4,829,678 spent · pay $2,698,739 · grants $0 · events $64,403
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $1,640,105 | - | - | - | 34.0% | |
| Fees: legal | $978,643 | - | - | - | 20.3% | |
| Other salaries and wages | $588,107 | - | - | - | 12.2% | |
| Occupancy | $566,341 | - | - | - | 11.7% | |
| Fees: lobbying | $261,701 | - | - | - | 5.4% | |
| Other employee benefits | $217,998 | - | - | - | 4.5% | |
| Pension plan contributions | $144,235 | - | - | - | 3.0% | |
| Payroll taxes | $108,294 | - | - | - | 2.2% | |
| Conferences, conventions and meetings | $64,403 | - | - | - | 1.3% | |
| Information technology | $63,118 | - | - | - | 1.3% | |
| Depreciation and depletion | $45,572 | - | - | - | 0.9% | |
| Office expenses | $45,415 | - | - | - | 0.9% | |
| Other (as described) | Trade Org Dues and Subscriptions | $35,455 | - | - | - | 0.7% |
| Insurance | $28,252 | - | - | - | 0.6% | |
| Fees: accounting | $24,000 | - | - | - | 0.5% | |
| Travel | $9,062 | - | - | - | 0.2% | |
| Advertising and promotion | $3,476 | - | - | - | 0.1% | |
| Fees: management | $3,056 | - | - | - | 0.1% | |
| Other (as described) | Business Dev and Gov Relations | $2,445 | - | - | - | 0.1% |
| Total | $4,829,678 | 100% |
Comments