NonprofitsInternational City Management Association Retirement Corporation

Mutual & Membership Benefit

International City Management Association Retirement Corporation

WASHINGTON, DC

Total revenue

$290.1M

Total expenses

$292.0M

Net assets

$594.5M

Grants received

$795K

1 grants

EIN

237268394

Tax year

2024

Mission

The corporation serves to lessen the burden of state and local governments and their instrumentalities by assisting them in establishing and administering qualified, deferred compensation and other retirement plans, and by providing them with retirement plan administration and asset management services that include broad-based financial and retirement planning and related investment education support. The corporation makes its services available to all municipal government employers, including many that have limited or no other viable retirement plan administration or investment trust options available to them.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$263.0M
Investment income$25.8M
Other revenue$1.2M
Total revenue$290.1M

Expenses

Grants paid$13K
Salaries & benefits$148.6M
Fundraising
Other expenses$143.5M
Total expenses$292.0M
Total assets$704.3M
Net assets$594.5M

People

20 listed

NameRoleCompensation

DEANNA SANTANA UNTIL 90324

ACTING PRESIDENT, CEO, DIRECTOR

Board

$2.1M

40 hrs/wk

ANGELA MONTEZ

SECRETARY, CLO

Board

$1.1M

40 hrs/wk

ANDRE ROBINSON AS OF 90324

PRESIDENT, CEO, DIRECTOR

Board

$972K

40 hrs/wk

Dai Shi

Treasurer, CFO

Board

$846K

40 hrs/wk

THOMAS McANDREWS AS OF 90324

ASSISTANT SECRETARY

Board

$507K

40 hrs/wk

ERICA McFARQUHAR AS OF 90324

ASSISTANT SECRETARY

Board

$496K

40 hrs/wk

CHRISTOPHER GRAVES

ASSISTANT TREASURER

Board

$204K

40 hrs/wk

ROBERT JONES UNTIL 90324

DIRECTOR

Board

$5K

2 hrs/wk

JOSEPH COYNE

DIRECTOR

Board

$5K

2 hrs/wk

TROY BROWN

Director

Board

$4K

2 hrs/wk

Opal Mauldin-Jones

DIRECTOR

Board

$2K

2 hrs/wk

MARC OTT

DIRECTOR

Board

$858

2 hrs/wk

CYNTHIA STEER

DIRECTOR

Board

2 hrs/wk

MONA MIYASATO

DIRECTOR

Board

2 hrs/wk

BRIAN CLARKE

DIRECTOR

Board

2 hrs/wk

WAYNE WICKER UNTIL 40524

SVP, Chief Investment Officer

Staff

$1.5M

40 hrs/wk

KAREN CHONG-WULFF

MVP, Fixed Income Investments

Staff

$1.2M

40 hrs/wk

Andrew Whiting

SVP, CHIEF REVENUE OFFICER

Staff

$1.2M

40 hrs/wk

AIMEI ZHONG UNTIL 102924

MVP, Equity INVESTMENTS

Staff

$947K

40 hrs/wk

Venkatakrishnan Balakrishnan

MVP, Asset Allocation Investments

Staff

$846K

40 hrs/wk

Independent contractors

ACCENTURE LLP

BUSINESS CONSULTING

$10.9M

BROADRIDGE COMMUNICATIONS LLC

COMMUNICATIONS

$1.9M

DATA MANAGEMENT GROUP LLC

IT CONSULTING

$1.7M

MATRIX TRUST COMPANY

TRUSTEE SERVICES

$1.6M

GUIDEPOINT SECURITY LLC

IT CONSULTING

$1.4M

Grants received

Showing 1 of 1

FromAmountPurposeYear
$795K
TRANSFER OF NET ASSETS
2020

Funded by

$795K from 1 funder · 1 grant · 2020

The Center For State And Local

$795K · 1 grant · 2020

Details

EIN237268394
NTEE codeY30
Subsection03
Ruling date1973-04
Formed1972
Employees725
Volunteers0
INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION — Mission, Financials & Grants Received | Grantivo