NonprofitsInvestment Company Institute

Investment Company Institute

WASHINGTON, DC

Total revenue

$83.2M

Total expenses

$84.2M

Net assets

$61.2M

Grants received

EIN

135266605

Tax year

2023

Mission

See schedule o

Programs

2 programs

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.

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.

Financials

FY 2023

Revenue

Contributions & grants$69.0M
Program service revenue$7.3M
Investment income$5.4M
Other revenue$1.4M
Total revenue$83.2M

Expenses

Grants paid$180K
Salaries & benefits$53.7M
Fundraising
Other expenses$30.3M
Total expenses$84.2M
Total assets$146.4M
Net assets$61.2M

People

50 listed

NameRoleCompensation

ERIC J PAN

PRESIDENT & CEO

Board

$3.1M

40 hrs/wk

SUSAN M OLSON

GENERAL COUNSEL THRU 06/24

Board

$1.1M

40 hrs/wk

DONALD C AUERBACH

CHIEF OPERATING OFFICER

Board

$981K

40 hrs/wk

RACHEL H GRAHAM

SECRETARY

Board

$501K

40 hrs/wk

MARK A DELCOCO

CFO/TREASURER

Board

$398K

40 hrs/wk

GEORGE H WALKER

CHAIR

Board

2 hrs/wk

YIE-HSIN HUNG

VICE-CHAIR

Board

2 hrs/wk

OMAR AGUILAR

MEMBER

Board

1 hrs/wk

ANDREW G ARNOTT

MEMBER

Board

1 hrs/wk

GEORGE AYLWARD

MEMBER

Board

1 hrs/wk

KATHLEEN T BARR

MEMBER

Board

2 hrs/wk

SETH P BERNSTEIN

MEMBER

Board

1 hrs/wk

KAMAL BHATIA

MEMBER

Board

1 hrs/wk

STEPHANIE G BRAMING

MEMBER

Board

1 hrs/wk

HEATHER E BRILLIANT

MEMBER

Board

1 hrs/wk

MORTIMER J BUCKLEY

MEMBER

Board

2 hrs/wk

PAMELA CARLTON

MEMBER

Board

1 hrs/wk

JANE K CARTEN

MEMBER

Board

1 hrs/wk

GALE K CARUSO

MEMBER

Board

1 hrs/wk

JAMES E DAVEY

MEMBER

Board

1 hrs/wk

DAVID DIPETRILLO

MEMBER

Board

1 hrs/wk

WILLIAM EBSWORTH

MEMBER

Board

1 hrs/wk

DANIEL GAMBA

MEMBER

Board

1 hrs/wk

GEORGE C W GATCH

MEMBER

Board

2 hrs/wk

CAROL GEREMIA

MEMBER

Board

1 hrs/wk

PETER J GERMAIN

MEMBER

Board

1 hrs/wk

DAVID L GIUNTA

MEMBER

Board

1 hrs/wk

DIANA HERRMANN

MEMBER

Board

1 hrs/wk

RYAN HICKE

MEMBER

Board

1 hrs/wk

MELLODY HOBSON

MEMBER

Board

2 hrs/wk

CYNTHIA HOSTETLER

MEMBER

Board

1 hrs/wk

BEN HUNEKE

MEMBER

Board

1 hrs/wk

NAIM ABOU-JAOUDE

MEMBER

Board

1 hrs/wk

GREGORY E JOHNSON

MEMBER

Board

2 hrs/wk

JAMES L JOHNSON JR

MEMBER

Board

2 hrs/wk

LISA M JONES

MEMBER

Board

1 hrs/wk

JOANNA F JONSSON

MEMBER

Board

2 hrs/wk

THOMAS C KERSTING

MEMBER

Board

1 hrs/wk

KATHYRN KOCH

MEMBER

Board

2 hrs/wk

SHAWN K LYTLE

MEMBER

Board

2 hrs/wk

MEHDI MAHMUD

MEMBER

Board

1 hrs/wk

JAMES MCNAMARA

MEMBER

Board

2 hrs/wk

MICHAEL A MENDELSON

MEMBER

Board

1 hrs/wk

MARK D NERUD

MEMBER

Board

1 hrs/wk

MICHAEL N PEDRONI

CHIEF GLOBAL AFFAIRS OFFICER

Staff

$820K

40 hrs/wk

JOHN G EMLING

CHIEF GOVT. AFFAIRS OFFICER

Staff

$744K

40 hrs/wk

SEAN S COLLINS

CHIEF ECONOMIST

Staff

$651K

40 hrs/wk

DOROTHY M DONOHUE

DEPUTY GENERAL COUNSEL

Staff

$633K

40 hrs/wk

SARAH A BESSIN

DEPUTY GENERAL COUNSEL

Staff

$617K

40 hrs/wk

ERICA E RICHARDSON

CHIEF STRATEGIC COMM. OFFICER

Staff

$614K

40 hrs/wk

Independent contractors

ENDLESS EVENTS

EVENT MANAGEMENT

$1.5M

CENERO LLC

AUDIO VISUAL

$694K

WILLIAMS CONNOLLY LLP

LEGAL SERVICES

$639K

BGR GOVERNMENT AFFAIRS LLC

LOBBYING/CONSULTING

$445K

PRICEWATERHOUSECOOPERS LLP

AUDIT/CONSULTING

$418K

Details

EIN135266605
Subsection06
Ruling date1945-05
Formed1941
Employees194
Volunteers60
INVESTMENT COMPANY INSTITUTE — Mission, Financials & Grants Received | Grantivo