Form 990 for tax year 2022

Totals

Total revenue

$4,099,130

Total expenses

$3,949,146

Contributions and grants received

$0

Grants paid

$0

Program service revenue

$4,034,837

Investment income

$64,293

Other revenue

$0

Total assets, end of year

$8,853,996

Total liabilities, end of year

$3,055,950

Net assets or fund balances, end of year

$5,798,046

Program services expenses (Part IX)

— not reported

Management and general expenses

— not reported

Fundraising expenses

— not reported

Program service expenses (Part III)

— not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2022

• EDUCATION AND RESEARCHIN 2022, CII HOSTED TWO NATIONAL CONFERENCES IN PERSON, AND AN IN-PERSON PROFESSIONAL TRAINING COURSE IN PARTNERSHIP WITH NYU LAW SCHOOL'S CENTER FOR CORPORATE GOVERNANCE & FINANCE. THE FALL CONFERENCE INCLUDED SHAREHOLDER-COMPANY ENGAGEMENT MEETINGS ("ENGAGEMENT EXCHANGE"). CII HOSTED NUMEROUS PODCASTS AND WEBINARS DURING THE YEAR ON A WIDE RANGE OF TOPICS RELATED TO CORPORATE GOVERNANCE, SHAREHOLDER RIGHTS AND CAPITAL MARKETS REGULATION AND LEGISLATION. CII PUBLISHED THE CII GOVERNANCE ALERT MEMBER E-NEWSLETTER ON A WEEKLY BASIS. CII ALSO PUBLISHED A MEMBER GOVERNANCE GUIDE ON ENTRENCHMENT DEVICES. CII STAFF PRESENTED FREQUENTLY AT CONFERENCES AND AT REGULATORY AND LEGISLATIVE FORUMS. SOME WERE VIRTUAL EVENTS, OTHERS WERE IN-PERSON FORUMS.

• ADVOCACY AND ENGAGEMENTCII MEMBERS MET TWICE IN 2022 AND APPROVED: (1) AMENDMENTS TO OUR CORPORATE GOVERNANCE POLICIES ON THE FORMAT AND TIMING OF SHAREHOLDER MEETINGS, (2) A POLICY ON SHAREHOLDER VOTES TO APPROVE "POISON PILLS, AND (3) AMENDED POLICIES ON CORPORATE BOARD SIZE AND SERVICE LIMITS FOR DIRECTORS.CII WORKED CONSISTENTLY DURING THE YEAR TO DEFEND SHAREHOLDER RIGHTS AND PROTECTIONS. CII ADVOCATED FOR "SUNSET" PROVISIONS FOR DUAL-CLASS STOCK STRUCTURES AT PUBLIC COMPANIES. CII ALSO ADVOCATED FOR STANDARDIZED CORPORATE DISCLOSURES OF CLIMATE RISK, LIABILITY FOR ERRORS AND OMISSIONS IN REGISTRATION STATEMENTS FOR PRIMARY DIRECT LISTINGS, AND TRANSPARENCY OF SPACS. CII JOINED SEVEN OTHER ORGANIZATIONS IN FILING AN AMICUS BRIEF SUPPORTING NASDAQ'S BOARD DIVERSITY DISCLOSURE LISTING RULES (IN THE U.S. COURT OF APPEALS FOR THE FIFTH CIRCUIT).

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

• CII RESEARCH AND EDUCATION FUND

  501(C)(3) · EDUCATIONAL · DC · controlled entity

  Directly controlled by CII

Provenance

Return type

form_990

Tax year

2022

Filed

28 August 2023

IRS schema version

2022v5.0

Source object

202332419349301553

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