2025-03-11T15:19:08-05:00 2024-12-31 822363929 HELFER AND COMPANY LLC 1899 L STREET NW SUITE 550 WASHINGTON DC 20036 990 2024-01-01 521656218 ASSOCIATION OF RETIREES OF THE INTER- AMERICAN DEVELOPMENT BANK ASSO 2026233035 1300 NEW YORK AVE NW 460 WASHINGTON DC 20577 CLAUDIA FRANCO TREASURER 2026233035 2025-03-11 1 0 ALAN S HELFER P00194206 2028274800 2025-03-11 2024 2025-03-06 01:10:19Z CLAUDIA FRANCO 1300 NEW YORK AVE NW 460 WASHINGTON DC 20577 293148 0 X WWW.AJBID.ORG X 1979 DC TO SPEAK ON BEHALF OF ITS MEMBERS REGARDING THEIR RIGHTS AND INTERESTS BEFORE THE IADB AND OTHER ORGANIZATIONS. 13 13 1 42 0 0 250357 263634 0 0 14530 29514 0 0 264887 293148 0 0 0 0 103111 106948 0 0 0 115499 123228 218610 230176 46277 62972 559097 624253 0 2184 559097 622069 X TO SPEAK ON BEHALF OF ITS MEMBERS REGARDING THEIR RIGHTS AND INTERESTS BEFORE THE IADB AND OTHER ORGANIZATIONS. TO ORGANIZE SOCIAL, FRATERNAL, EDUCATIONAL, HUMANITARIAN AND OTHER ACTIVITIES THAT FURTHER THE WELLBEING OF ITS MEMBERS. TO PROVIDE FOR ITS MEMBERSHIP A LINK WITH FELLOW MEMBERS THROUGHOUT THE WORLD. 0 0 208938 DURING 2024 THE ASSOCIATION OF RETIREES OF THE INTER-AMERICAN DEVELOPMENT BANK ACCOMPLISHED THE FOLLOWING: - UPDATED THE REGULATIONS GOVERNING THE WORK CARRIED OUT BY THE ASSOCIATION'S 14 CHAPTERS TO ESTABLISH A BASIC SET OF KEY OBJECTIVES, PROCEDURES AND ACTIVITIES AND INTRODUCE THE POSSIBILITY OF CREATING REGIONAL CHAPTERS IN EUROPE AND ASIA AS THERE ARE TWO FEW MEMBERS RESIDENT IN INDIVIDUAL NON-REGIONAL MEMBER COUNTRIES TO CONSTITUTE A CHAPTER; AND SUSPENDING A CHAPTER FOR INACTIVITY;- UPDATED OUR COMMUNICATIONS STRATEGY AND RULES GOVERNING OUR SOCIAL MEDIA PLATFORMS; PREPARED/PUBLISHED THE 2023 ANNUAL REPORT AS WELL AS 12 MONTHLY EDITIONS OF THE ASSOCIATION'S ;- ACTIVELY PARTICIPATED IN MEETINGS WITH IDB MANAGEMENT REGARDING THE CHANGES IN THE MEDICAL BENEFITS PROGRAM, HAVING COSPONSORED FIVE INFORMATIONAL WEBINARS AND PREPARED/PUBLISHED A QUESTION AND ANSWER SHEET TO HELP MEMBRS NAVIGATE THE INCREASINGLY COMPLEX MEDICAL INSURANCE SYSTEM;- ENSURED PROVISIONS IN OUR STAFF RETIREMENT PLANS ARE FULLY COMPLIED WITH, THEREBY AVOIDING A DIRECT IMPACT ON THE PURCHASING POWER OF RETIREES AND ACTIVELY PARTICIPATED IN ALL MEETINGS OF IDB'S PENSION AND MANAGING COMMITTEES, REPRESENTING ALL IDB GROUP RETIREES;- ORGANIZED SEVERAL EVENTS TO GIVE BACK TO OUR LOCAL COMMUNITIES IN THE WASHINGTON DC AREA AND SOME OF THE COUNTRIES IN WHICH WE HAVE ACTIVE CHAPTERS BY HELPING TO ADDRESS FOOD INSECURITY, PROVIDING SCHOOL SUPPLIES AND TOYS TO CHILDREN IN NEED, AND RAISING FUNDS FOR THOSE AFFECTED BY DEVASTATING FIRES IN CHILE AND DISASTROUS FLOODS IN SPAIN; AND-STRENGTHENED OUR PARTNERSHIPS WITH THE IDB STAFF ASSOCIATION, THE OFFICE OF THE STAFF RETIREMENT PLANS, THE IDB FAMILY ASSOCIATION AND OUR SISTER ORGANIZATIONS. INDEED, OUR ASSOCIATION HOSTED THE 2024 MEETING OF THE ASSOCIATION OF RETIREE ASSOCIATIONS OF INTERNATIONAL ORGANIZATIONS (ARAIO), DURING WHICH WE EXCHANGED VALUABLE INFORMATION ON HOW BEST TO MANAGE OUR COMMON CHALLENGES, PARTICULARLY RELATED TO OUR MEDICAL INSURANCE BENEFITS. 208938 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 1 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 0 0 1 1 0 1 1 0 1 1 1 1 1 0 0 0 X CLAUDIA FRANCO 2026233035 1300 NEW YORK AVE NW 460 WASHINGTON DC 50577 X RIGOBERTO ORDONEZ PRESIDENT 10.00 X X 0 0 0 SANDRA DARVILLE VICE PRESIDENT 6.00 X X 0 0 0 CAROLINA ALCAN SECRETARY 7.50 X X 0 0 0 LOURDES POSADA DEPUTY SECRETARY 3.75 X X 0 0 0 CLAUDIA FRANCO TREASURER 7.50 X X 0 0 0 MIREYA ROSSI DEPUTY TREASURER 7.00 X X 0 0 0 STEPHEN ABRAMS DIRECTOR 3.75 X 0 0 0 TRACY BETTS DIRECTOR 7.50 X 0 0 0 ISMAEL VILLACORTA GAVIDIA DIRECTOR 2.50 X 0 0 0 JOSE JUAN GOMES DIRECTOR 2.50 X 0 0 0 JAVIER HERNANDEZ DIRECTOR 5.00 X 0 0 0 JOSE VIVAS DIRECTOR 5.00 X 0 0 0 RONALD ROTTER DIRECTOR 3.75 X 0 0 0 0 0 0 0 0 0 0 0 84204 179430 263634 29514 29514 293148 29514 0 0 X 98324 90000 8324 8624 7727 897 2000 1500 500 5500 5500 79075 79075 7306 7115 191 2340 2340 MEMBER EXPENSES 11522 11522 PUBLISHING EXPENSES 8895 6695 2200 ANNUAL MEETING 4590 964 3626 AWARDS 2000 2000 230176 208938 21238 0 40914 64232 518183 560021 559097 624253 0 2184 0 2184 X 559097 622069 559097 622069 559097 624253 62972 0 X 1 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 0 PAYROLL TAXES PAYABLE 2184 2184 X PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT ORGANIZATION AND IS EXEMPT FORM THE PAYMENT OF TAXES ON INCOME OTHER THAN NET UNRELATED BUSINESS INCOME UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE. NO PROVISIONS FOR INCOME TAXES ARE REQUIRED FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023, AS THE ORGANIZATION HAD NO SIGNIFICANT NET UNRELATED BUSINESS INCOME. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS MADE UP OF MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 IS REVIEWED AND APPROVED BY THE GOVERNING BODY AND LEGAL COUNSEL BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF DIRECTORS REVIEW AND SIGN THE CONFLICT-OF-INTEREST POLICY ON AN ANNUAL BASIS. FOR ANY ITEMS THAT PRESENT A CONFLICT OF INTEREST, AND ANY MEMBER WITH THE CONFLICT ABSTAINS FROM VOTING ON SUCH ISSUE. FORM 990, PART VI, SECTION B, LINE 15 THE ASSOCIATION OF RETIREES HAS ONE FULL-TIME RENUMERATED EMPLOYEE, ALL OTHER OFFICERS SERVE AS VOLUNTEERS. IN THE CASE OF THE SINGLE EMPLOYEE, THE GOVERNING BODY WOULD (1) DETERMINE COMPENSATION BASED ON COMPENSATION DATA FOR COMPARABLE POSITIONS AT SIMILAR ORGANIATIONS; (2) REVIEW COMPENSATION ON AN ANNUAL BASIS, AND; (3) APPROVED ANY CHANGES WITH A FORMAL VOTE. IN ADDITION, THE ASSOCIATION HAS TWO REMUNERATED CONSULTANTS. THE ASSOCIATION UNDERGOES A SIMILAR PROCESS TO DETERMINE THEIR CONSULTANT FEES. FORM 990, PART VI, SECTION C, LINE 19 THEY ARE ALL AVAILABLE AT HTTPS://WWW/AJBID.ORG/EN/ABOUT-MENU/ FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 79,075. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 79,075.