Nonprofit · EIN 52-1380217
COUNCIL OF INSTITUTIONAL INVESTORS
Tax-exempt · WASHINGTON, DC 20036
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $4,813,441 | $4,388,758 | $424,683 | $13,947,253 | $3,240,633 | $10,706,620 |
| December 31, 2024 | 990 | $4,756,951 | $4,139,762 | $617,189 | $12,333,648 | $3,121,579 | $9,212,069 |
| December 31, 2023 | 990 | $4,507,998 | $3,708,191 | $799,807 | $9,833,473 | $2,533,717 | $7,299,756 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $54,423
- Program service revenue
- $4,499,781
- Investment income
- $259,237
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,334,106
- Other salaries and wages
- $721,186
- Salaries, compensation and benefits (total)
- $2,403,860
- Professional fundraising fees
- $0
- Legal fees
- $43,293
- Accounting fees
- $91,434
- Occupancy
- $126,095
- Travel
- $46,322
- Depreciation
- $15,090
Balance sheet and other
- Total assets, start of year
- $12,333,648
- Total assets, end of year
- $13,947,253
- Total liabilities, end of year
- $3,240,633
- Net assets, end of year
- $10,706,620
- Land, buildings and equipment
- $44,312
- Publicly traded securities
- $2,752,175
- Net assets without donor restrictions
- $10,706,620
- Gross receipts
- $4,813,441
- Employees
- 12
- Volunteers
- 18
- Year formed
- 1985
- State of legal domicile
- CA
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEFF MAHONEY | GENERAL COUNSEL Key employee | 55 | $377,011 | $60,942 |
| ROBERT MCCORMICK | EXECUTIVE DIRECTOR Officer | 55 | $344,074 | $14,302 |
| GLENN DAVIS | DEPUTY DIRECTOR Key employee | 55 | $248,678 | $55,166 |
| MELISSA ROYE | CHIEF OF OPER., MARKETING & MBRSHP. Key employee | 55 | $215,238 | $18,696 |
| JAMES CROWE | RESEARCH MANAGER Highest-paid employee | 40 | $114,950 | $14,204 |
| MICHAEL MILLER | DIRECTOR OF IT & RESOURCES Highest-paid employee | 40 | $103,557 | $18,674 |
| ROSEMARY LALLY | EDITOR Highest-paid employee | 32 | $120,265 | $1,841 |
| KYLUND ARNOLD | HEAD OF BUSINESS OPERATIONS Highest-paid employee | 40 | $104,076 | $14,033 |
| AEISHA MASTAGNI | BOARD CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| MICHAEL MCCAULEY | BOARD CO-CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| TEJAL PATEL | BOARD CO-CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| PEGGY FORAN | BOARD CO-CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| MICHAEL PRYCE-JONES | BOARD SECRETARY (END 3/25) Trustee or director, Officer | 3 | $0 | $0 |
| MELANIE MYERS | BOARD SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| KATY HOFFMAN | BOARD TREASURER Trustee or director, Officer | 3 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICIA GAZDA | BOARD MEMBER Trustee or director | 3 | $0 |
| DREW HAMBLY | BOARD MEMBER Trustee or director | 3 | $0 |
| MARGARET MADDEN | BOARD MEMBER Trustee or director | 3 | $0 |
| JOHN MULE | BOARD MEMBER Trustee or director | 3 | $0 |
| YUMI NARITA | BOARD MEMBER Trustee or director | 3 | $0 |
| JENNIFER O'DELL | BOARD MEMBER Trustee or director | 3 | $0 |
| JOE AGULAR | BOARD MEMBER (END 3/25) Trustee or director | 3 | $0 |
| TRACY HARRIS | BOARD MEMBER (END 3/25) Trustee or director | 3 | $0 |
| ANDREW ROTH | BOARD MEMBER Trustee or director | 3 | $0 |
| KYLE SEELEY | BOARD MEMBER Trustee or director | 3 | $0 |
| DIETER WAIZENEGGER | BOARD MEMBER Trustee or director | 3 | $0 |
990 for the year ended December 31, 2024: 29 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEFF MAHONEY | GENERAL COUNSEL Key employee | 55 | $396,645 | $55,486 |
| GLENN DAVIS | DEPUTY DIRECTOR Key employee | 55 | $252,993 | $50,418 |
| AMY BORRUS | EXECUTIVE DIRECTOR (END 07/24) Officer | 55 | $256,561 | $9,036 |
| MELISSA FADER | DIR. OF OPER. & MEMBERSHIP Key employee | 55 | $193,577 | $17,247 |
| ROBERT MCCORMICK | EXECUTIVE DIRECTOR (START 07/24) Officer | 55 | $173,618 | $7,690 |
| JAMES CROWE | RESEARCH MANAGER Highest-paid employee | 40 | $137,394 | $12,323 |
| ROSEMARY LALLY | EDITOR Highest-paid employee | 32 | $130,107 | $5,909 |
| MICHAEL MILLER | IT & RESOURCES DIRECTOR Highest-paid employee | 40 | $109,069 | $17,060 |
| KYLUND ARNOLD | HEAD OF BUSINESS OPERATIONS Highest-paid employee | 40 | $104,505 | $12,195 |
| AEISHA MASTAGNI | BOARD CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| TEJAL PATEL | BOARD CO-CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| MICHAEL MCCAULEY | BOARD CO-CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| MARGARET FORAN | BOARD CO-CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| KATY HOFFMAN | BOARD TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| MICHAEL PRYCE-JONES | BOARD SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| MELANIE MYERS | BOARD SECRETARY (START 03/24) Trustee or director, Officer | 3 | $0 | $0 |
| JOE AGUILAR | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| DREW HAMBLY | BOARD MEMBER (START 03/24) Trustee or director | 3 | $0 | $0 |
| TRACY HARRIS | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| MICHAEL HOWARD | BOARD MEMBER (EFF. 03/24-07/24) Trustee or director | 3 | $0 | $0 |
| MARGARET MADDEN | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| JOHN MULE | BOARD MEMBER (START 03/24) Trustee or director | 3 | $0 | $0 |
| YUMI NARITA | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| JENNIFER O'DELL | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| KYLE SEELEY | BOARD MEMBER (START 07/24) Trustee or director | 3 | $0 | $0 |
| MITCH VOGEL | BOARD MEMBER (END 03/24) Trustee or director | 3 | $0 | $0 |
| ELIZABETH PARISIAN | BOARD MEMBER (END 03/24) Trustee or director | 3 | $0 | $0 |
| SIMISO NZIMA | BOARD MEMBER (END 03/24) Trustee or director | 3 | $0 | $0 |
| PATTI GAZDA | BOARD MEMBER (END 03/24) Trustee or director | 3 | $0 | $0 |
990 for the year ended December 31, 2023: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEFF MAHONEY | GENERAL COUNSEL Key employee | 55 | $392,713 | $53,684 |
| AMY BORRUS | EXECUTIVE DIRECTOR Officer | 55 | $402,286 | $19,966 |
| GLENN DAVIS | DEPUTY DIRECTOR Key employee | 55 | $239,873 | $48,928 |
| MELISSA FADER | DIRECTOR OF OPERATIONS & MEMBERSHIP Key employee | 55 | $190,384 | $30,141 |
| ROSEMARY LALLY | EDITOR Highest-paid employee | 40 | $125,313 | $48,415 |
| MICHAEL MILLER | IT & RESOURCES DIRECTOR Highest-paid employee | 40 | $103,803 | $17,466 |
| KYLUND ARNOLD | BUSINESS MANAGER Highest-paid employee | 40 | $100,202 | $12,588 |
| SCOTT ZDRAZIL | CHAIR (THROUGH 03/23) Trustee or director, Officer | 3 | $0 | $0 |
| AEISHA MASTAGNI | CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| THOMAS MCINTYRE | CO-CHAIR (THROUGH 03/23) Trustee or director, Officer | 3 | $0 | $0 |
| MARGARET FORAN | CO-CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| MICHAEL MCCAULEY | CO-CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| TEJAL PATEL | CO-CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| KATIE HOFFMAN | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| MICHAEL PRYCE-JONES | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| MARY FRANCIS | BOARD MEMBER (THROUGH 03/23) Trustee or director | 3 | $0 | $0 |
| JOE AGUILAR | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| PATTI GAZDA | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| TRACY HARRIS | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| MARGARET MADDEN | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| YUMI NARITA | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| SIMISO NZIMA | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| JENNIFER O'DELL | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| ELIZABETH PARISIAN | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| MITCH VOGEL | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1828 L ST NW STE 600, WASHINGTON, DC 20036-5121
- Principal officer (990 for 2025)
- GLENN DAVIS, 1828 L STREET NW 600, WASHINGTON, DC 20036
- Signed the 990
- GLENN DAVIS, INTERIM EXECUTIVE DIRECTOR
- Phone
- (202) 822-0800
- Website
- WWW.CII.ORG
- Return prepared by
- GELMAN ROSENBERG & FREEDMAN
Mission
EDUCATE/ADVOCATE FOR EFFECTIVE CORPORATE GOVERNANCE AND PUBLIC COMPANY DISCLOSURE, STRONG SHAREHOLDER RIGHTS AND FAIR CAPITAL MARKETS.
Program accomplishments
- EDUCATION AND RESEARCH: IN 2025 CII HOSTED TWO PRIVATE NATIONAL CONFERENCES WITH MORE THAN 900 MEMBER ATTENDEES. OUR CONFERENCES OFFER MEMBERS OPPORTUNITIES TO INTERACT, EXCHANGE PERSPECTIVES ON CORPORATE GOVERNANCE AND OTHER ISSUES RELEVANT TO INVESTORS. THE CONFERENCES OFFER OPTIONS FOR MEMBERS TO HOST THEIR OWN PANEL SESSIONS, HOLD PRIVATE ENGAGEMENT MEETINGS, AND INCLUDE OPPORTUNITIES TO INTERACT, ADVOCATE AND ENGAGE. CII USES ITS MEMBER-APPROVED CORPORATE GOVERANCE POLICIES AS A BASIS TO DISCUSS ISSUES OF IMPORTANCE TO EACH OF OUR CONSTITUENCY GROUPS. FOR THE FIFTH YEAR, CII CO-HOSTED AN IN-PERSON PROFESSIONAL EDUCATION PROGRAM IN PARTNERSHIP WITH NYU SCHOOL OF LAW'S INSTITUTE FOR CORPORATE GOVERNANCE AND FINANCE.CII RELEASED MORE THAN 20 EDUCATIONAL EPISODES ON THE "VOICE OF CORPORATE GOVERNANCE" PODCAST, AND COORDINATED MORE THAN 20 EDUCATIONAL WEBINARS, ON A WIDE RANGE OF TOPICS RELATED TO CORPORATE GOVERNANCE, SHAREHOLDER RIGHTS AND CAPITAL MARKETS REGULATION AND LEGISLATION. CII PUBLISHED UPDATES TO OUR MEMBER COMMENT OPPORTUNITY TRACKER AND OTHER STEWARDSHIP RESOURCES. CII AND THE CII-REF WERE ALSO CY PRES RECIPIENTS. IN 2025 CII PUBLISHED "BEHIND THE VEIL: RISKS TO CHINESE COMPANIES AND THE VIE STRUCTURE" AS WELL AS "PROXY ADVISORS AND INSTITUTIONAL INVESTORS: FACTS AND CLARIFICATIONS".
- ADVOCACY AND ENGAGEMENT: CII USES ITS MEMBER-APPROVED CORPORATE GOVERNANCE POLICIES TO ADVOCATE FOR BEST PRACTICES IN A VARIETY OF REALMS. OUR POLICIES PROVIDE A FOUNDATION FROM WHICH CII ADVOCATES ON MATTERS OF IMPORTANCE TO MEMBERS. THEY ARE BEST-PRACTICE GUIDELINES BUT ARE NOT BINDING ON CII MEMBER FUNDS.CII U.S. ASSET OWNER MEMBERS MET TWICE IN 2025 AND APPROVED: (1) AN AMENDMENT TO CII'S CORPORATE GOVERNANCE POLICIES ON INCORPORATION AND REINCORPORATION FOR COMPANIES, (2) AN AMENDMENT AND NEW POLICY RELATING TO COMPANIES WITH STEALTH DUAL CLASS STOCK STRUCTURES. CII WORKED CONSISTENTLY DURING THE YEAR TO ADVOCATE FOR IMPROVED CORPORATE GOVERNANCE PRACTICES, AND TO DEFEND SHAREHOLDER RIGHTS AND PROTECTIONS, ISSUING MORE THAN TWENTY COMMENT LETTERS, ENGAGING WITH REGULATORY AGENCIES, LEGISLATORS, AND OTHER POLICYMAKERS FROM STATE, FEDERAL AND INTERNATIONAL JURISDICTIONS.CII ALSO FACILITATED MEETINGS FOR INVESTOR AND PUBLIC COMPANY MEMBERS TO ENGAGE IN PRIVATE, ONE-ON-ONE OR IN SMALL GROUP MEETINGS IN CONJUNCTION WITH CII'S FALL CONFERENCE.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 52-1380217
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1986
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $13,947,253
- Income (IRS master file)
- $4,813,441
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $4,813,441 | $4,388,758 | $13,947,253 | XML |
| 990 | December 2024 | $4,756,951 | $4,139,762 | $12,333,648 | XML |
| 990 | December 2023 | $4,507,998 | $3,708,191 | $9,833,473 | XML |
| 990 | December 2022 | $4,099,130 | $3,949,146 | $8,853,996 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | 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 52-1380217).
Questions about COUNCIL OF INSTITUTIONAL INVESTORS
- What is the EIN of COUNCIL OF INSTITUTIONAL INVESTORS?
- The employer identification number (EIN) of COUNCIL OF INSTITUTIONAL INVESTORS is 52-1380217.
- Is COUNCIL OF INSTITUTIONAL INVESTORS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1986.
- Are donations to COUNCIL OF INSTITUTIONAL INVESTORS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does COUNCIL OF INSTITUTIONAL INVESTORS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of COUNCIL 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 COUNCIL OF INSTITUTIONAL INVESTORS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of COUNCIL OF INSTITUTIONAL INVESTORS?
- The 990 for the year ended December 31, 2025 names GLENN DAVIS.
- Who are the officers and directors of COUNCIL OF INSTITUTIONAL INVESTORS?
- The 990 for the year ended December 31, 2025 lists 26 people; 8 received compensation from the organization, the highest $377,011 (JEFF MAHONEY, GENERAL COUNSEL).
- How much revenue does COUNCIL OF INSTITUTIONAL INVESTORS have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $4,813,441, expenses of $4,388,758 and total assets of $13,947,253 at year end.
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