2025-11-10T15:57:13-06:00 2024-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2024-01-01 921373494 INVESTMENT DIVERSITY ADVISORY COUNCIL INC INVE 2124963155 330 WEST 38TH STREET SUITE 1105 NEW YORK NY 10018 JOE BLAIR TREASURER 2124963155 2025-11-10 1 1 RICHARD LEICHT P01378913 5853811000 2025-11-10 2024 2025-03-06 01:10:19Z JOE BLAIR 330 WEST 38TH STREET SUITE 1105 NEW YORK NY 10018 638973 0 X IDAC.NET X 2022 DE TO INCREASE DIVERSITY, EQUITY AND INCLUSION WITHIN THE ASSET MANAGEMENT INDUSTRY 15 15 1 16 0 0 0 0 758300 635950 4328 3023 0 0 762628 638973 0 0 0 0 0 203372 0 0 0 436799 527960 436799 731332 325829 -92359 608389 556584 2600 43154 605789 513430 X THE INVESTMENT DIVERSITY ADVISORY COUNCIL, INC., OR IDAC, IS MORE THAN JUST A 501C-6 MEMBERSHIP ORGANIZATION. IT'S A COLLABORATIVE NETWORK THAT UNITES THE FINANCIAL SECTOR, BRINGING TOGETHER INDUSTRY LEADERS AND ORGANIZATIONS TO CHAMPION AND IDENTIFY INNOVATIVE SOLUTIONS FOR CAPITAL MAXIMIZATION. BY UNLOCKING UNTAPPED POTENTIAL AND TALENT, IDAC'S NETWORK OF LEADERS STRIVES TO CREATE SUPERIOR OUTCOMES FOR STAKEHOLDERS, WITH FINANCIAL INCLUSION AS THE CORE MISSION. 0 0 635950 2024 IDAC SUMMIT GATHERING INDUSTRY LEADERS AND ORGANIZATIONS FOR ITS GLOBAL FINANCE SUMMIT ON TALENT MAXIMIZATION HOSTED AT THE MAJESTIC PARTNER'S GROUP US HEADQUARTERS IN BROOMFIELD, COLORADO. THIS YEAR'S THEME, "ELEVATING THE CONVERSATION," DRAWS INSPIRATION FROM THE RENAISSANCE --A PERIOD MARKED BY SCIENTIFIC, ARTISTIC AND CULTURAL INNOVATIONS. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 1 1 1 1 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 X MARK MERCADO 2124963155 WEST 38TH STREET SUITE 1105 NEW YORK NY 10018 SAM AUSTIN CHAIR & FOUNDER 5.00 X X 0 0 0 REGINALD SCANTLEBURY CO VICE-CHAIR 5.00 X X 0 0 0 BILL BRAXTON CO VICE-CHAIR 5.00 X X 0 0 0 JOE BLAIR TREASURER 5.00 X X 0 0 0 STEPHANIE ROBERTS SECRETARY 5.00 X X 0 0 0 TERI NOBLE BOARD MEMBER 5.00 X 0 0 0 ALEX WIGGINS BOARD MEMBER 5.00 X 0 0 0 ANGELA OLDEN BOARD MEMBER 5.00 X 0 0 0 MACHEL ALLEN BOARD MEMBER 5.00 X 0 0 0 LAUREN MATHIAS BOARD MEMBER 5.00 X 0 0 0 GABRIEL RODRIGUEZ BOARD MEMBER 5.00 X 0 0 0 MAISIE SHORT BOARD MEMBER 5.00 X 0 0 0 JONATHAN GLIDDEN BOARD MEMBER 5.00 X 0 0 0 SAMANTHA GRANT BOARD MEMBER 5.00 X 0 0 0 ERICA SEREMETA BOARD MEMBER 5.00 X 0 0 0 MINA PACHECO NAZEMI BOARD MEMBER 5.00 X 0 0 0 PRINCE DYKES BOARD MEMBER 5.00 X 0 0 0 ANGELA MATHENY BOARD MEMBER 5.00 X 0 0 0 ANGELA MILLER-MAY BOARD MEMBER 5.00 X 0 0 0 MONALISA COMO CEO/PRESIDENT 40.00 X 181923 0 0 181923 0 0 1 0 1 0 0 SUMMIT REGISTRATION AN 813920 635950 635950 635950 3023 3023 638973 635950 0 3023 186885 16487 65350 5812 17000 9682 9618 14538 62625 32983 1113 FOOD AND BEVERAGE 145011 VENUE 140776 FEES 14754 EQUIPMENT RENTAL 8698 731332 505262 411490 103127 72042 73052 608389 556584 2600 43154 2600 43154 X 605789 513430 605789 513430 608389 556584 -92359 0 X X 0 1 X 1 0 0 688973 50000 50000 638973 0 638973 781332 50000 50000 731332 0 731332 X 0 0 0 MONALISA COMO CEO/PRESIDENT 181923 0 0 0 0 0 0 0 0 0 181923 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION SHALL HAVE ONE CLASS OF MEMBERS. INDIVIDUALS AND ENTITIES THAT ARE AFFILIATED WITH THE INVESTMENT MANAGEMENT INDUSTRY OR THE BROADER FINANCIAL SERVICES INDUSTRY AS WELL AS INDIVIDUALS WHO WORK, ADVISE OR CONTRACT WITH FINANCIAL INSTITUTIONS SHALL BE ELIGIBLE FOR MEMBERSHIP ON APPROVAL BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE REVIEWED BY THE FINANCE COMMITTEE AND WILL BE SENT TO ALL BOARD MEMBERS AFTER IT IS FILED AND WILL BE MADE AVAILABLE UPON REQUEST TO MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY COVERS DIRECTORS, OFFICERS AND COMMITTEE MEMBERS OF IDAC AND REQUIRES EACH TO SIGN AN ANNUAL STATEMENT WHEREBY THEY AFFIRM COMPLIANCE WITH THE POLICY AND/OR DISCLOSURE OF ALL CONFLICTS OF INTEREST. CURRENTLY, THE BOARD REVIEWS ANNUAL DISCLOSRE STATEMENTS AND TAKES APPROPRIATE MEASURES IF A POTENTIAL OR ACTUAL CONFLICT EXISTS. PERSONS WITH AN INTEREST IN ANY MATTER UNDER REVIEW BY THE BOARD ARE NOT PERMITTED TO BE PRESENT AT OR PARTICIPATE IN ANY DELIBERATIONS OR VOTING BY THE BOARD WITH RESPECT TO THE MATTER GIVING RISE TO THE POTENTIAL CONFLICT, AND MUST NOT ATTEMPT TO INFLUENCE IMPROPERLY THE DELIBERATION OR VOTING ON SUCH MATTER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART CII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.