Nonprofit · EIN 95-3671557
INSTITUTE OF THE AMERICAS
Tax-exempt · LA JOLLA, CA 92037
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,715,836 | $1,869,848 | -$154,012 | $15,196,983 | $130,147 | $15,066,836 |
| December 31, 2023 | 990 | $2,193,407 | $2,049,734 | $143,673 | $14,565,172 | $133,704 | $14,431,468 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,067,784
- of which government grants
- $181,826
- Membership dues
- $212,500
- Program service revenue
- $23,462
- Investment income
- $517,366
- Net rental income
- $107,224
- Net gain from sales of assets
- $233,681
- Other revenue
- $107,224
Expenses
- Grants and similar amounts paid
- $15,000
- Compensation of officers, directors and key employees
- $308,115
- Other salaries and wages
- $608,902
- Salaries, compensation and benefits (total)
- $1,011,210
- Professional fundraising fees
- $0
- Accounting fees
- $31,207
- Travel
- $177,164
- Depreciation
- $73,736
- Program services (functional)
- $1,353,129
- Management and general (functional)
- $470,943
- Fundraising (functional)
- $45,776
Balance sheet and other
- Total assets, start of year
- $14,565,172
- Total assets, end of year
- $15,196,983
- Total liabilities, end of year
- $130,147
- Net assets, end of year
- $15,066,836
- Land, buildings and equipment
- $1,522,280
- Publicly traded securities
- $11,897,246
- Net assets without donor restrictions
- $5,677,176
- Net assets with donor restrictions
- $9,389,660
- Gross receipts
- $2,618,088
- Employees
- 11
- Volunteers
- 24
- Year formed
- 1981
- 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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RICHARD KIY | President & CEO Trustee or director, Officer | 40 | $243,203 | $64,912 |
| JEREMY MARTIN | VP Energy/Sustain. | 40 | $129,396 | $45,522 |
| JORGE ROSENBLUT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOSE FIMBRES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TAD SETH PARZEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JUAN MARTIN BULGHERONI | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JAVADE CHAUDHRI | Chair Trustee or director, Officer | 1 | $0 | $0 |
| DANIEL PARFAIT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| NELSON W CUNNINGHAM | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ROLANDO GONZALEZ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RICHARD C HOJEL | Board Member Trustee or director | 1 | $0 | $0 |
| MARIA SENDRA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| NELLY MOLINA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ABRAHAM ZAMORA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| THOMAS A SHANNON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSE LUIS MANZANO | BOARD MEMBER Trustee or director | 1 | $0 |
| PRADEEP KHOSLA | Board member Trustee or director | 1 | $0 |
| ALBERTO VOLLMER | BOARD MEMBER Trustee or director | 1 | $0 |
| MARY WALSHOK | Board Member Trustee or director | 1 | $0 |
| CHARLES J WORTMAN | BOARD MEMBER Trustee or director | 1 | $0 |
| CAROLINE FREUND | BOARD MEMBER Trustee or director | 1 | $0 |
| THEODORE E GILDRED III | BOARD MEMBER Trustee or director | 1 | $0 |
| MANUEL ESTRELLA | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 28 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RICHARD KIY | President & CEO Trustee or director, Officer | 40 | $236,920 | $64,910 |
| JEREMY MARTIN | VP Energy/Sustain. | 40 | $118,965 | $45,022 |
| SHERRY WHITE | VP/FMR SEC Trustee or director, Officer | 40 | $109,703 | $46,849 |
| JORGE ROSENBLUT | Chairman Trustee or director, Officer | 5 | $0 | $0 |
| JOSE FIMBRES MENDOZA | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| TAD PARZEN | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| JUAN MARTIN BULGHERONI | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JAVADE CHAUDHRI | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SANTIAGO SOLDATI | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| NELSON W CUNNINGHAM | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ROLANDO GONZALEZ-BUNSTER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RICHARD C HOJEL | Board Member Trustee or director | 1 | $0 | $0 |
| MARIA SENDRA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| NELLY MOLINA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SIOBHAN MACDERMOTT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| THOMAS A SHANNON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOSE LUIS MANZANO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PRADEEP KHOSLA | Board member Trustee or director | 1 | $0 | $0 |
| ALBERTO VOLLMER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CLAY NEFF | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARY WALSHOK | Board Member Trustee or director | 1 | $0 | $0 |
| DAVID WEAVER | Board Member Trustee or director | 1 | $0 | $0 |
| CHARLES J WORTMAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CAROLINE FREUND | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| THEODORE E GILDRED III | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MANUEL ESTRELLA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MALIN BURNHAM | Board member Trustee or director | 1 | $0 | $0 |
| ALEXANDRA VALDERRAMA | Board member Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 10111 N TORREY PINES RD, LA JOLLA, CA 92037-1017
- Signed the 990
- RICHARD KIY, President
- Phone
- (858) 453-5560
- Website
- WWW.IAMERICAS.ORG
- Return prepared by
- West Rhode & Roberts
California records
California keeps its own records of charities and corporations. Search them by EIN 95-3671557 or by the name INSTITUTE OF THE AMERICAS.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
To be a catalyst for promoting economic development and integration, emphasizing the role of the private sector, as a means to improve the economic and social well-being of the people of the Americas.
Program accomplishments
- Environment & Climate Change (EC2) Program: IOAs EC2 program strives to catalyze climate leadership amongst the private sector and local/regional governments in the Americas to promote sustainable growth, tackle climate change and minimize environmental impacts in the region with the goal of protecting its rich marine and land-based natural capital. IOA partnered with ICELI-USA and Resilient Cities Catalyst (RCC) to support the U.S. State Departments subnational initiative, Cities Forward, through the organization of a Western Hemispheric Dialogue on Climate Adaptation and Resilience held in Sao Paulo, Brazil in June 2024 attended by 12 municipalities from Latin America and the Caribbean (LAC). IOA also organized the first Binational Forum on Sustainable Maritime Transport and Ports in La Paz, Baja California Sur, Mexico in February 2024 attended by a multistakeholder group from Mexico, the U.S, other LAC countries and subject matter experts from Brazil and the European Union. In 2024, IOA organized its 2d annual Un Dia Por Los Mares event in Mexico City to promote marine protected areas in Mexico and the broader Eastern Tropical Pacific. To promote expanded science diplomacy in Latin America, IOAs Gulf of California Marine Programs Data Mares initiative also participated in the 6th International Book Fair, FILUNI, hosted by UNAM in Mexico City.Expenses $671,037
- Energy & Sustainability Program: With the climate imperative and increased importance of energy security, the Energy & Sustainability Program continues to serve as a crucial platform for thought-leadership. At the core of our mission, we seek to foster a deeper understanding of the Western Hemispheres most critical energy and sustainability issues. In 2024, we convened our 5th annual Madrid Energy Conference; organized energy roundtable with industry leaders and government in Argentina and Brazil; and held the 33rd annual La Jolla Energy Conference in October 2024. IOA also continued to host myriad webinars and virtual discussions including periodic meetings and briefings with our Steering Committee and Non-Resident fellows. In 2024, IOA completed work on a decarbonization in Latin America that was published and continued to support energy literacy with civic leaders in Mexico through its Energy Ambassadors Program in the states of Baja California and Sonora.Expenses $541,715 · grants $15,000 · revenue $23,462
- Economic Competitiveness Program: In 2024, the Institute of the Americas (IOA) Economic Competitiveness program advanced key initiatives to strengthen North American economic integration, with a focus on the San Diego-Baja California regions potential in nearshoring. In April, IOA and the Burnham Center released Seizing CaliBajas Nearshoring Opportunity: A Binational Call for Action, presenting strategies to boost U.S.-Mexico trade and supply chain security. This report, which attracted nearly 200 cross-border stakeholders, underscored the potential for increased nearshoring related investment in Baja California that could boost exports to the U.S. but also highlighted the necessary pre-conditions that would be required for this investment to occur. With support from the Burnham Foundation and California GO-Biz, IOA and the Burnham Center also hosted a forum on the generic and biosimilar manufacturing potential for the CaliBaja region where Representative Scott Peters emphasized the region's role in stabilizing essential medicine supplies. IOA, in partnership with UC San Diegos School of Global Policy & Strategy, serves as the U.S. Co-Coordinator for the North American Forum (NAF). In 2024, the NAF convened thought leaders from the U.S., Mexico, and Canada in Ottawa in late November with discussions focused on the future of North American economic integration and the United States-Mexico-Canada Agreement (USMCA) and the implications of recent elections in the U.S. and Mexico.Expenses $140,377
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 | Not 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
- 95-3671557
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1982
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- International, foreign affairs and national security (Q050)
- Assets (IRS master file)
- $15,196,983
- Income (IRS master file)
- $2,618,088
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,715,836 | $1,869,848 | $15,196,983 | XML |
| 990 | December 2023 | $2,193,407 | $2,049,734 | $14,565,172 | XML |
| 990 | December 2022 | $1,481,384 | $1,971,326 | $13,955,436 | 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 95-3671557).
Questions about INSTITUTE OF THE AMERICAS
- What is the EIN of INSTITUTE OF THE AMERICAS?
- The employer identification number (EIN) of INSTITUTE OF THE AMERICAS is 95-3671557.
- Is INSTITUTE OF THE AMERICAS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to INSTITUTE OF THE AMERICAS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does INSTITUTE OF THE AMERICAS 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 INSTITUTE OF THE AMERICAS due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INSTITUTE OF THE AMERICAS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who are the officers and directors of INSTITUTE OF THE AMERICAS?
- The 990 for the year ended December 31, 2024 lists 23 people; 2 received compensation from the organization, the highest $243,203 (RICHARD KIY, President & CEO).
- How much revenue does INSTITUTE OF THE AMERICAS have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,715,836, expenses of $1,869,848 and total assets of $15,196,983 at year end.
Other nonprofits in LA JOLLA
- FRIENDS OF THE POOR EIN 95-3847842 · last filed 990 for 2025
- ACADEMIC FOUNDATION FOR INTERNATIONAL CULTURAL EXCHANGE EIN 43-2041133 · last filed 990 for 2024
- TREK2SHARE EIN 46-0648715 · last filed 990-EZ for 2024
- SCRIPPS RESEARCH INSTITUTE EIN 33-0435954 · last filed 990 for 2025
- U C SAN DIEGO FOUNDATION EIN 95-2872494 · last filed 990 for 2025
- SALK INSTITUTE FOR BIOLOGICAL STUDIES EIN 95-2160097 · last filed 990 for 2025
- GARY AND MARY WEST CHARITABLE TRUST EIN 87-3374164 · last filed 990-PF for 2024
- SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE EIN 51-0197108 · last filed 990 for 2025
All nonprofits in LA JOLLA · California · International, foreign affairs and national security