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Public 990 Summary

INVESTMENT COMPANY INSTITUTE

EIN 135266605 · Latest tax year 2024 · Usable public filing summary

ici.org

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INVESTMENT COMPANY INSTITUTE has a public Form 990 profile, but an AlignMint donation portal is not live yet. Review the public filing signals and share the claim link with the nonprofit if the profile should be activated.

Program ratio

Not enough public data

Fundraising ratio

0%

Admin ratio

Not enough public data

Program ratio estimates the share of reported expenses used for programs. Fundraising ratio estimates fundraising expense share. Admin ratio estimates management and general expense share when the public fields reconcile.

View previous 990s on ProPublica

Public filing snapshot

Ratios use reported functional expenses when available and are only derived when the public fields reconcile with total expenses.

Total revenue$83,174,498
Contributions and grants$69,015,360
Program service revenue$7,313,868
Other revenue$1,418,687
Total expenses$84,194,621
Grants paid$180,000
Salaries and compensation$53,667,430
Program ratioNot reported
Fundraising ratio0%
Admin ratioNot reported
Total assets$146,403,728
Net assets$61,211,148
Total liabilities$85,192,580

Filing history

Recent prepared public snapshots appear here as the directory rollup processes more 990 filings. Use the ProPublica link for the full public filing archive when a prior year is not shown yet.

990 2024

Revenue: $83,174,498
Expenses: $84,194,621
Program ratio: Not reported

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Confirm the filing is recent

Latest public tax year: 2024. Ask for newer financials if the organization has not filed a recent 990 yet.

Read the mission and program work

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Review the spending mix

Program ratio: Not enough public data. Fundraising ratio: 0%. Admin ratio: Not enough public data.

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Mission and programs

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.

Public leadership

Public Form 990 officer rows; not a staff or contact directory.

ERIC J PAN

PRESIDENT & CEO

40 hours/week · Reportable compensation: $3,128,037

SUSAN M OLSON

GENERAL COUNSEL THRU 06/24

40 hours/week · Reportable compensation: $1,086,498

DONALD C AUERBACH

CHIEF OPERATING OFFICER

40 hours/week · Reportable compensation: $980,941

MICHAEL N PEDRONI

CHIEF GLOBAL AFFAIRS OFFICER

40 hours/week · Reportable compensation: $820,371

JOHN G EMLING

CHIEF GOVT. AFFAIRS OFFICER

40 hours/week · Reportable compensation: $744,402

SEAN S COLLINS

CHIEF ECONOMIST

40 hours/week · Reportable compensation: $650,587

Public filing sources

View previous 990s and source filings on ProPublica
irs_990_cache

Tax year 2024 · Source 202512269349301526 · Parser opportunity-intelligence-financials-v1

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This page is educational and based on public or submitted information. It is not legal, tax, accounting, or financial advice.

Before you give

  • Latest public filing year: 2024.
  • Public data coverage: Usable public filing summary.
  • Review the mission, program services, and whether the filing matches the programs you want to support.
  • Ask about recent program outcomes and current financials when the public filing is older.

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