Nonprofit · EIN 27-2962557
ASSOCIATION OF INSTITUTIONAL INVESTORS
Tax-exempt · BOSTON, MA 02109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ | $0 | $81,160 | -$81,160 | $195,540 | $21,382 | $174,158 |
| December 31, 2023 | 990 | $0 | $311,191 | -$311,191 | $298,782 | $43,463 | $255,319 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $55,483
- Other expenses
- $25,677
Balance sheet and other
- Total assets, start of year
- $298,782
- Total assets, end of year
- $195,540
- Total liabilities, end of year
- $21,382
- Net assets, end of year
- $174,158
- Cash, savings and investments
- $194,340
- Gross receipts
- $0
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John R Gidman | President | 3 | $0 |
| Eric Ward | Treasurer | 3 | $0 |
| Angela Giles | Chair | 3 | $0 |
| Dmitri Rabin | Vice Chair | 3 | $0 |
| Tiffany Potesta | Director | 1 | $0 |
| Stacy Allen | Director | 1 | $0 |
| Robb Mansi | Director | 1 | $0 |
| Joe Gross | Director | 1 | $0 |
| Oliver Close | Director | 1 | $0 |
| Mark Glassman | Director | 1 | $0 |
| Des Gallacher | Director | 1 | $0 |
| Kate Murtagh | Director | 1 | $0 |
990 for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John R Gidman | President Trustee or director, Officer | 3 | $0 |
| Eric Ward | Treasurer Trustee or director, Officer | 3 | $0 |
| Angela Giles | Chair Trustee or director | 3 | $0 |
| Dmitri Rabin | Vice Chair Trustee or director, Officer | 3 | $0 |
| Tiffany Potesta | Director Trustee or director | 1 | $0 |
| Stacy Allen | Director Trustee or director | 1 | $0 |
| Robb Mansi | Director Trustee or director | 1 | $0 |
| Joe Gross | Director Trustee or director | 1 | $0 |
| Oliver Close | Director Trustee or director | 1 | $0 |
| Mark Glassman | Director Trustee or director | 1 | $0 |
| Des Gallacher | Director Trustee or director | 1 | $0 |
| Kate Murtagh | Director Trustee or director | 1 | $0 |
| Steven Psaledakis | Director Trustee or director | 1 | $0 |
| Jens Peers | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 71 COMMERCIAL ST, BOSTON, MA 02109-1320
- In care of
- % PATTON BOGGS LLP
- Mailing address (990-N for 2025)
- 71 Commercial St, Boston MA 02109
- Principal officer (990-N for 2025)
- John Gidman, 71 Commercial St, Boston MA 02109
- Signed the 990-EZ
- John Gidman, President
- Phone
- (617) 748-1748
- Return prepared by
- Dominion Financial Consultants LLC
Mission
To advance the mutual interests of the association's members and their clients.
Program accomplishments
- The association provided thoughtful leadership to policy makers on financial markets systemic risks relating to asset management products and activities.
- The association advanced efforts to strengthen governance and assurance related to use of artificial intelligence.
- The association worked to improve the efficiency of various market practices.
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-N on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 27-2962557
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2011
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Community improvement and capacity building (S410)
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-N for 2025 Officer: John Gidman | December 31, 2025 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | December 2024 | $0 | $81,160 | $195,540 | IRS |
| 990 | December 2023 | $0 | $311,191 | $298,782 | XML |
| 990 | December 2022 | $237,000 | $187,046 | $834,778 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-2962557).
Questions about ASSOCIATION OF INSTITUTIONAL INVESTORS
- What is the EIN of ASSOCIATION OF INSTITUTIONAL INVESTORS?
- The employer identification number (EIN) of ASSOCIATION OF INSTITUTIONAL INVESTORS is 27-2962557.
- Is ASSOCIATION OF INSTITUTIONAL INVESTORS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2011.
- Are donations to ASSOCIATION OF INSTITUTIONAL INVESTORS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ASSOCIATION OF INSTITUTIONAL INVESTORS file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of ASSOCIATION OF INSTITUTIONAL INVESTORS due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ASSOCIATION OF INSTITUTIONAL INVESTORS last file with the IRS?
- The latest return in the IRS public files is the 990-N for 2025 for the year ended December 31, 2025.
- Who is the principal officer of ASSOCIATION OF INSTITUTIONAL INVESTORS?
- The 990-N for 2025 names John Gidman.
- Who are the officers and directors of ASSOCIATION OF INSTITUTIONAL INVESTORS?
- The 990-EZ for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
- How much revenue does ASSOCIATION OF INSTITUTIONAL INVESTORS have?
- On its 990-EZ for the year ended December 31, 2024 it reported revenue of $0, expenses of $81,160 and total assets of $195,540 at year end.
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