INVESTMENT COMPANY INSTITUTE
1401 H STREET NW, WASHINGTON, DC 20005 www.ici.org

Total Revenue
$79,650,345
Total Expenses
$75,166,953
Net Assets
$41,620,397
Organizations Filed Purposes: ICI ENGAGES IN THREE CORE MISSIONS: ENCOURAGING ADHERENCE TO HIGH ETHICAL STANDARDS BY ALL INDUSTRY PARTICIPANTS; ADVANCING THE INTERESTS OF FUNDS, THEIR SHAREHOLDERS, DIRECTORS, AND INVESTMENT ADVISORS; AND PROMOTING PUBLIC UNDERSTANDING OF MUTUAL FUNDS AND OTHER INVESTMENT COMPANIES.

PUBLIC POLICY ISSUES - ICI ADVANCES THE INTERESTS OF INVESTMENT COMPANIES, THEIR SHAREHOLDERS, DIRECTORS, AND INVESTMENT ADVISERS BY SUPPORTING EFFECTIVE LEGISLATION AND REGULATION. TO SECURE PUBLIC POLICY OBJECTIVES, ICI REPRESENTS THE FUND INDUSTRY AND ITS SHAREHOLDERS BEFORE CONGRESS, THE SECURITIES AND EXCHANGE COMMISSION, AND OTHER REGULATORY AGENCIES, AS WELL AS STATE AND FOREIGN REGULATORS.

RESEARCH - ICI IS THE PRIMARY SOURCE FOR STATISTICAL DATA AND RESEARCH ON INVESTORS AND RETIREMENT PLANS IN THE INVESTMENT COMPANY INDUSTRY. ICI RESEARCH EXAMINES SUCH TOPICS AS THE RETIREMENT MARKET, SHAREHOLDER DEMOGRAPHICS, TRENDS IN SHAREHOLDER OWNERSHIP, FUND FEES AND EXPENSES, AND THE INDUSTRY'S ROLE IN FOREIGN MARKETS.

PUBLIC COMMUNICATIONS - ICI OFFERS A WIDE RANGE OF RESOURCES TO THE MEDIA, INCLUDING NEWS RELEASES, BACKGROUND INFORMATION ON THE FUND INDUSTRY, TESTIMONY BEFORE LEGISLATORS AND REGULATORS, SPEECHES AT CONFERENCES AND COMMENT LETTERS EXPRESSING INDUSTRY OPINIONS ON REGULATORY PROPOSALS. ICI ALSO PROVIDES REGULAR STATISTICAL RELEASES AND RESEARCH CONCERNING THE INDUSTRY AND ITS SHAREHOLDERS.

Executives Listed on Filing

Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing

NameTitleHours Per WeekTotal Salary
Paul Schott StevensPRESIDENT & CEO40$2,898,002
Peter H GallaryCOO (UNTIL 1/19)40$1,113,013
Susan M OlsonGENERAL COUNSEL40$853,504
Donald C AuerbachCOO (AS OF 2/19)40$655,648
Dean R Sackett IiiCHIEF GOVT AFFAIRS OFFICER40$638,626
Jennifer S ChoiCHIEF COUNSEL - ICI GLOBAL40$519,918
Michael D McnameeCHIEF PUBLIC COMMUNICATIONS OF40$509,055
David M AbbeyDEPUTY GENERAL COUNSEL40$503,477
Keith D LawsonDEPUTY GENERAL COUNSEL-TAX LAW40$500,260
Sean S CollinsCHIEF ECONOMIST40$473,754
Frances M StadlerSECRETARY40$407,435
Mark A DelcocoTREASURER40$300,333
Jonathan F ZeschinMEMBER2$0
Dawn M VroegopMEMBER2$0
Bradley J VogtMEMBER2$0
Ronald E Toupin JrMEMBER1$0
Garrett ThornburgMEMBER1$0
Jonathan S ThomasMEMBER1$0
Joseph A SullivanMEMBER1$0
William W Strickland JrMEMBER1$0
Laura T StarksMEMBER1$0
Marjin P SmitMEMBER1$0
Erik R SirriMEMBER1$0
Daniel SimkowitzMEMBER1$0
Douglas B SiegMEMBER1$0
Kristi L RowsellMEMBER1$0
James E RossMEMBER1$0
Stuart S ParkerMEMBER2$0
Andrew N OwenMEMBER1$0
David OestreicherMEMBER1$0
Catherine NewellMEMBER1$0
Mark D NerudMEMBER1$0
James A McnamaraMEMBER2$0
Susan C LivingstonMEMBER2$0
Marie L KnowlesMEMBER1$0
Robert M KeithMEMBER1$0
Lisa M JonesMEMBER1$0
Gregory E JohnsonMEMBER2$0
Cynthia HostetlerMEMBER1$0
Mellody HobsonCHAIRMAN2$0
Diana P HerrmannMEMBER1$0
Marco HanigMEMBER1$0
Patrick HalterMEMBER2$0
William J HackettMEMBER1$0
David GiuntaMEMBER1$0
Martin L FlanaganMEMBER2$0
Thomas E Faust JrMEMBER2$0
Brooks EnglehardtMEMBER1$0
Kenneth C EichMEMBER1$0
Bruce W DuncanMEMBER1$0
Thomas R DonahueMEMBER1$0
Jon De St PaerMEMBER1$0
James E DaveyMEMBER1$0
Mortimer Tim J BuckleyMEMBER2$0
Kyle AndersenMEMBER1$0
Vijay C AdvaniMEMBER1$0
William F TruscottVICE CHAIRMAN2$0
George Cw GatchCHAIRMAN2$0
Data for this page was sourced from XML published by IRS (public 990 form dataset) from: https://s3.amazonaws.com/irs-form-990/202032249349301043_public.xml

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