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INVESTMENT COMPANY INSTITUTE

EIN: 13-5266605Washington, DCZIP: 20005
501(c)(6)

Misión

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.

Finanzas

AñoIngresosGastosActivos
2023$83.2M$0$146.4M
2022$84.1M$0$148.7M

Compensación

2023

ERIC J PAN
President & CEO
chief executive officer
$1,473,341
$1,630,720
$23,976
$3,206,785
SUSAN M OLSON
General Counsel Thru 06/24
officer (unspecified)
$769,892
$304,000
$12,606
$1,153,772
DONALD C AUERBACH
Chief Operating Officer
chief operating officer
$686,244
$270,000
$24,697
$1,046,401
MICHAEL N PEDRONI
Chief Global Affairs Officer
highest compensated employee
$629,737
$167,000
$23,634
$899,119
JOHN G EMLING
Chief Govt. Affairs Officer
highest compensated employee
$579,897
$141,000
$23,505
$819,877
SEAN S COLLINS
Chief Economist
key employee
$450,321
$185,000
$15,266
$725,922
DOROTHY M DONOHUE
Deputy General Counsel
highest compensated employee
$481,802
$140,000
$11,556
$711,058
SARAH A BESSIN
Deputy General Counsel
highest compensated employee
$436,433
$176,000
$4,469
$682,347
ERICA E RICHARDSON
Chief Strategic Comm. Officer
highest compensated employee
$421,497
$173,000
$19,594
$681,195
RACHEL H GRAHAM
Secretary
secretary (operational)
$404,244
$90,000
$6,597
$579,589
MARK A DELCOCO
Cfo/treasurer
chief financial officer
$321,988
$67,000
$8,788
$476,524
GEORGE H WALKER
Chair
board chair
$0
$0
$0
$0
YIE-HSIN HUNG
Vice-chair
board member
$0
$0
$0
$0
OMAR AGUILAR
Member
board member
$0
$0
$0
$0
ANDREW G ARNOTT
Member
board member
$0
$0
$0
$0
GEORGE AYLWARD
Member
board member
$0
$0
$0
$0
KATHLEEN T BARR
Member
board member
$0
$0
$0
$0
SETH P BERNSTEIN
Member
board member
$0
$0
$0
$0
KAMAL BHATIA
Member
board member
$0
$0
$0
$0
STEPHANIE G BRAMING
Member
board member
$0
$0
$0
$0
HEATHER E BRILLIANT
Member
board member
$0
$0
$0
$0
MORTIMER J BUCKLEY
Member
board member
$0
$0
$0
$0
PAMELA CARLTON
Member
board member
$0
$0
$0
$0
JANE K CARTEN
Member
board member
$0
$0
$0
$0
GALE K CARUSO
Member
board member
$0
$0
$0
$0
JAMES E DAVEY
Member
board member
$0
$0
$0
$0
DAVID DIPETRILLO
Member
board member
$0
$0
$0
$0
WILLIAM EBSWORTH
Member
board member
$0
$0
$0
$0
DANIEL GAMBA
Member
board member
$0
$0
$0
$0
GEORGE C W GATCH
Member
board member
$0
$0
$0
$0
CAROL GEREMIA
Member
board member
$0
$0
$0
$0
PETER J GERMAIN
Member
board member
$0
$0
$0
$0
DAVID L GIUNTA
Member
board member
$0
$0
$0
$0
DIANA HERRMANN
Member
board member
$0
$0
$0
$0
RYAN HICKE
Member
board member
$0
$0
$0
$0
MELLODY HOBSON
Member
board member
$0
$0
$0
$0
CYNTHIA HOSTETLER
Member
board member
$0
$0
$0
$0
BEN HUNEKE
Member
board member
$0
$0
$0
$0
NAIM ABOU-JAOUDE
Member
board member
$0
$0
$0
$0
GREGORY E JOHNSON
Member
board member
$0
$0
$0
$0
JAMES L JOHNSON JR
Member
board member
$0
$0
$0
$0
LISA M JONES
Member
board member
$0
$0
$0
$0
JOANNA F JONSSON
Member
board member
$0
$0
$0
$0
THOMAS C KERSTING
Member
board member
$0
$0
$0
$0
KATHYRN KOCH
Member
board member
$0
$0
$0
$0
SHAWN K LYTLE
Member
board member
$0
$0
$0
$0
MEHDI MAHMUD
Member
board member
$0
$0
$0
$0
JAMES MCNAMARA
Member
board member
$0
$0
$0
$0
MICHAEL A MENDELSON
Member
board member
$0
$0
$0
$0
MARK D NERUD
Member
board member
$0
$0
$0
$0
CATHERINE L NEWELL
Member
board member
$0
$0
$0
$0
DAVID OESTREICHER
Member
board member
$0
$0
$0
$0
STEVEN J PAGGIOLI
Member
board member
$0
$0
$0
$0
STUART S PARKER
Member
board member
$0
$0
$0
$0
CYNTHIA R PLOUCHE
Member
board member
$0
$0
$0
$0
KARLA RABUSCH
Member
board member
$0
$0
$0
$0
KRISTI L ROWSELL
Member
board member
$0
$0
$0
$0
ANDREW R SCHLOSSBERG
Member
board member
$0
$0
$0
$0
DOUGLAS B SIEG
Member
board member
$0
$0
$0
$0
KRISTI SLAVIN
Member
board member
$0
$0
$0
$0
MARTIN SMALL
Member
board member
$0
$0
$0
$0
MARIJN P SMIT
Member
board member
$0
$0
$0
$0
PETER G STRELOW
Member
board member
$0
$0
$0
$0
WILLIAM W STRICKLAND JR
Member
board member
$0
$0
$0
$0
JOSEPH SULLIVAN
Member
board member
$0
$0
$0
$0
GARY TENKMAN
Member
board member
$0
$0
$0
$0
JONATHAN S THOMAS
Member
board member
$0
$0
$0
$0
GARRETT THORNBURG
Member
board member
$0
$0
$0
$0
RONALD E TOUPIN JR
Member
board member
$0
$0
$0
$0
WILLIAM F TRUSCOTT
Member
board member
$0
$0
$0
$0
DAWN VROEGOP
Member
board member
$0
$0
$0
$0
PAUL CELLUPICA
General Counsel As of 06/24
officer (unspecified)
$0
$0
$0
$0

2022

ERIC J PAN
President & CEO
chief executive officer
$1,414,699
$1,050,000
$23,381
$2,558,196
SUSAN M OLSON
General Counsel
officer (unspecified)
$736,240
$295,000
$10,473
$1,101,943
DONALD C AUERBACH
Chief Operating Officer
chief operating officer
$653,661
$275,000
$22,583
$1,014,104
MICHAEL N PEDRONI
Chief Global Affairs Officer
highest compensated employee
$540,947
$120,000
$19,229
$746,930
JOHN J EMLING
Chief Govt. Affairs Officer
highest compensated employee
$464,212
$139,000
$15,431
$685,142
DOROTHY M DONOHUE
Deputy General Counsel
highest compensated employee
$457,040
$145,000
$9,210
$681,265
SEAN S COLLINS
Chief Economist
key employee
$427,827
$155,000
$9,210
$662,453
KEITH D LAWSON
Deputy General Counsel
highest compensated employee
$466,612
$80,000
$15,231
$624,803
DAVID M ABBEY
Deputy General Counsel
highest compensated employee
$469,089
$84,000
$9,131
$598,820
RACHEL H GRAHAM
Secretary
secretary (operational)
$385,715
$15,000
$6,837
$477,567
MARK A DELCOCO
CFO/Treasurer
chief financial officer
$307,368
$60,500
$8,951
$446,935
CAROL GEREMIA
Member
board member
$0
$0
$0
$0
CATHERINE L NEWELL
Member
board member
$0
$0
$0
$0
ANDREW R SCHLOSSBERG
Member
board member
$0
$0
$0
$0
STEVEN J PAGGIOLI
Member
board member
$0
$0
$0
$0
GARRETT THORNBURG
Member
board member
$0
$0
$0
$0
RONALD E TOUPIN JR
Member
board member
$0
$0
$0
$0
DOUGLAS B SIEG
Member
board member
$0
$0
$0
$0
WILLIAM EBSWORTH
Member
board member
$0
$0
$0
$0
ANDREW G ARNOTT
Member
board member
$0
$0
$0
$0
MARK D NERUD
Member
board member
$0
$0
$0
$0
YIE-HSIN HUNG
Chairman
board chair
$0
$0
$0
$0
CHRISTINE L HURTSELLERS
Member
board member
$0
$0
$0
$0
PETER J GERMAIN
Member
board member
$0
$0
$0
$0
KARLA RABUSCH
Member
board member
$0
$0
$0
$0
SUSAN C LIVINGSTON
Member
board member
$0
$0
$0
$0
MORTIMER J BUCKLEY
Member
board member
$0
$0
$0
$0
SALIM RAMJI
Member
board member
$0
$0
$0
$0
DAWN VROEGOP
Member
board member
$0
$0
$0
$0
SHAWN K LYTLE
Member
board member
$0
$0
$0
$0
GALE K CARUSO
Member
board member
$0
$0
$0
$0
MARIJN P SMIT
Member
board member
$0
$0
$0
$0
STUART S PARKER
Member
board member
$0
$0
$0
$0
JOANNA F JONSSON
Member
board member
$0
$0
$0
$0
GEORGE H WALKER
Member
board member
$0
$0
$0
$0
JONATHAN S THOMAS
Member
board member
$0
$0
$0
$0
THOMAS E FAUST JR
Member
board member
$0
$0
$0
$0
STEPHANIE G BRAMING
Member
board member
$0
$0
$0
$0
MELLODY HOBSON
Member
board member
$0
$0
$0
$0
WILLIAM W STRICKLAND JR
Member
board member
$0
$0
$0
$0
HEATHER E BRILLIANT
Member
board member
$0
$0
$0
$0
KRISTI L ROWSELL
Member
board member
$0
$0
$0
$0
MICHAEL A MENDELSON
Member
board member
$0
$0
$0
$0
SETH P BERNSTEIN
Member
board member
$0
$0
$0
$0
JOSE MINAYA
Member
board member
$0
$0
$0
$0
DAVID L GIUNTA
Member
board member
$0
$0
$0
$0
GARRY L MOODY
Member
board member
$0
$0
$0
$0
GEORGE AYLWARD
Member
board member
$0
$0
$0
$0
JANE K CARTEN
Member
board member
$0
$0
$0
$0
ANDREW N OWEN
Member
board member
$0
$0
$0
$0
JAMES MCNAMARA
Member
board member
$0
$0
$0
$0
PATRICK G HALTER
Member
board member
$0
$0
$0
$0
PETER G STRELOW
Member
board member
$0
$0
$0
$0
CYNTHIA R PLOUCHE
Member
board member
$0
$0
$0
$0
CYNTHIA HOSTETLER
Member
board member
$0
$0
$0
$0
DIANA HERRMANN
Member
board member
$0
$0
$0
$0
KATHLEEN T BARR
Member
board member
$0
$0
$0
$0
DAVID OESTREICHER
Member
board member
$0
$0
$0
$0
GEORGE C W GATCH
Vice-Chairman
board member
$0
$0
$0
$0
LISA M JONES
Member
board member
$0
$0
$0
$0
THOMAS C KERSTING
Member
board member
$0
$0
$0
$0
GREGORY E JOHNSON
Member
board member
$0
$0
$0
$0
JONATHAN DE ST PAER
Member
board member
$0
$0
$0
$0
JAMES L JOHNSON JR
Member
board member
$0
$0
$0
$0
GARY TENKMAN
Member
board member
$0
$0
$0
$0
KRISTI SLAVIN
Member
board member
$0
$0
$0
$0
WILLIAM F TRUSCOTT
Member
board member
$0
$0
$0
$0
JAMES E DAVEY
Member
board member
$0
$0
$0
$0

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Aprende más

Datos de declaraciones del Formulario 990 del IRS (2022-2023).