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Nonprofiteer
← INSTITUTE OF INTERNAL AUDITORS

Form 990 for tax year 2022

Filed by INSTITUTE OF INTERNAL AUDITORS.

Totals

Total revenue
$64,245,574
Total expenses
$63,143,613
Contributions and grants received
$0
Grants paid
$126,972
Program service revenue
$62,244,870
Investment income
$1,578,196
Other revenue
$422,508
Total assets, end of year
$99,489,012
Total liabilities, end of year
$31,865,721
Net assets or fund balances, end of year
$67,623,291
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Listed in Part VII

  • ANTHONY PUGLIESE

    PRESIDENT & CEO

    Total calculated
    $976,238
    From this org
    $834,687
    From related orgs
    $0
    Other
    $141,551
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $632,616
    Bonus
    $160,000
    Other
    $42,071
    Deferred
    $103,654
    Nontaxable benefits
    $37,897
    Filer's total
    $976,238

  • HEATHER POWNALL

    EVP STRAT/PPL/INNOV THRU 11/22

    Total calculated
    $785,860
    From this org
    $704,672
    From related orgs
    $0
    Other
    $81,188
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $269,985
    Bonus
    $59,040
    Other
    $375,647
    Deferred
    $70,062
    Nontaxable benefits
    $11,126
    Filer's total
    $785,860

  • ANN S COHEN

    CFO-EVP ACCT, FINANCE, & TECH

    Total calculated
    $607,799
    From this org
    $507,522
    From related orgs
    $0
    Other
    $100,277
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $376,688
    Bonus
    $74,175
    Other
    $56,659
    Deferred
    $74,157
    Nontaxable benefits
    $26,120
    Filer's total
    $607,799

  • CHARLES REDDING

    CIO

    Total calculated
    $537,692
    From this org
    $473,310
    From related orgs
    $0
    Other
    $64,382
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $363,121
    Bonus
    $58,111
    Other
    $52,078
    Deferred
    $29,842
    Nontaxable benefits
    $34,540
    Filer's total
    $537,692

  • MONICA GRIFFIN

    EVP MBR VALUE, MKT THRU 10/22

    Total calculated
    $536,603
    From this org
    $458,041
    From related orgs
    $0
    Other
    $78,562
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $242,487
    Bonus
    $49,950
    Other
    $165,604
    Deferred
    $50,017
    Nontaxable benefits
    $28,545
    Filer's total
    $536,603

  • YING BI

    EVP STANDARD CERT & FDN

    Total calculated
    $530,194
    From this org
    $433,602
    From related orgs
    $0
    Other
    $96,592
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $305,656
    Bonus
    $50,875
    Other
    $77,071
    Deferred
    $75,005
    Nontaxable benefits
    $21,587
    Filer's total
    $530,194

  • BRAD MONTERIO

    EVP MEM COMPETENCY & LEARNING

    Total calculated
    $425,523
    From this org
    $334,107
    From related orgs
    $0
    Other
    $91,416
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $304,293
    Bonus
    $27,750
    Other
    $2,064
    Deferred
    $70,500
    Nontaxable benefits
    $20,916
    Filer's total
    $425,523

  • JAMES PELLETIER

    VP PORTFOLIO STRAT THRU 10/22

    Total calculated
    $341,903
    From this org
    $301,999
    From related orgs
    $0
    Other
    $39,904
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $190,833
    Bonus
    $23,331
    Other
    $87,835
    Deferred
    $12,843
    Nontaxable benefits
    $27,061
    Filer's total
    $341,903

  • FRANCISCO FALEATO

    EVP GLOB STRATEGY AS OF 03/22

    Total calculated
    $289,531
    From this org
    $208,033
    From related orgs
    $0
    Other
    $81,498
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $207,562
    Bonus
    $0
    Other
    $471
    Deferred
    $59,760
    Nontaxable benefits
    $21,738
    Filer's total
    $289,531

  • LINDSAY PATTERSON

    INTERIM EVP - Mem, Mkt & Comm

    Total calculated
    $271,378
    From this org
    $232,185
    From related orgs
    $0
    Other
    $39,193
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $213,141
    Bonus
    $10,000
    Other
    $9,044
    Deferred
    $18,940
    Nontaxable benefits
    $20,253
    Filer's total
    $271,378

  • MATTHEW YOUNG

    EVP GLOBAL ADVOCACY AS OF 2/22

    Total calculated
    $270,522
    From this org
    $237,364
    From related orgs
    $0
    Other
    $33,158
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $236,810
    Bonus
    $0
    Other
    $554
    Deferred
    $21,046
    Nontaxable benefits
    $12,112
    Filer's total
    $270,522

  • GREGORY JAYNES

    DIRECTOR RISK MANAGEMENT

    Total calculated
    $267,868
    From this org
    $222,776
    From related orgs
    $0
    Other
    $45,092
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,402
    Bonus
    $24,581
    Other
    $2,793
    Deferred
    $19,503
    Nontaxable benefits
    $25,589
    Filer's total
    $267,868

  • BENITO YBARRA

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    10

  • SALLY-ANNE PITT

    SENIOR VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    10

  • ERNESTO MARTINEZ GOMEZ

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    10

  • CHARLIE T WRIGHT

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    10

  • JENITHA JOHN

    IMMEDIATE PAST CHAIR THRU 7/22

    Total calculated
    $0
    Hours/week
    10

  • LAURA SOILEAU

    NA BOARD CHAIR THRU 7/22

    Total calculated
    $0
    Hours/week
    10

  • SAKIKO SAKAI

    ONA LEAD DIRECTOR

    Total calculated
    $0
    Hours/week
    10

  • THOMAS C SANGLIER II

    NA BOARD CHAIR

    Total calculated
    $0
    Hours/week
    10

  • DR HUSSAM ALANGARI

    DIRECTOR AS OF 8/22

    Total calculated
    $0
    Hours/week
    10

  • KAREN BRADY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10

  • MARK CARAWAN

    DIRECTOR THRU 7/22

    Total calculated
    $0
    Hours/week
    10

  • STEFANO COMOTTI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10

  • JOSE ESPOSITO LI CARRILLO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10

  • LISHUANG FANG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10

  • THERESA GRAFENSTINE

    DIRECTOR AS OF 8/22

    Total calculated
    $0
    Hours/week
    10

  • ELIZABETH HONER

    DIRECTOR AS OF 8/22

    Total calculated
    $0
    Hours/week
    10

  • MIKE LEVY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10

  • TANIA STEGEMANN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10

  • R MIKE VARNEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10

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

Answered yes

  • 1a · First-class or charter travel
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 1A:
THE PRESIDENT IS AUTHORIZED, AND THE ORGANIZATION PAID FOR, FIRST-CLASS OR BUSINESS CLASS AIRFARE FOR DOMESTIC AND INTERNATIONAL TRAVEL INCURRED BY THE PRESIDENT.
SCHEDUL J, PART I, LINE 4A:
EVP Heather Pownall Received severance of $361,269, EVP Monica Griffin received severance of $106,985 and James Pelletier received severance of $67,220.
SCHEDULE J, PART I, LINE 4B:
THE FOLLOWING INDIVIDUALS PARTICIPATE IN A NONQUALIFIED SECTION 457(F) DEFERRED COMPENSATION PLAN. EMPLOYER CONTRIBUTIONS ARE INCLUDED IN COMPENSATION ON SCHEDULE J, PT. II, COLUMN C. EMPLOYEE CONTRIBUTION AMOUNT CHARLES REDDING $50,000 ANN S. COHEN $50,000 MONICA GRIFFIN $50,000 JIM PELLETIER $50,000 YING BI $20,000 ANTHONY PUGLIESE $40,000
SCHEDULE J, PART II:
THE ORGANIZATION HAS ADOPTED AN EXECUTIVE COMPENSATION SETTING POLICY APPLICABLE TO ALL DISQUALIFIED PERSONS, INCLUDING THE ORGANIZATION'S CEO, OFFICERS AND KEY EMPLOYEES. UNDER THE POLICY, AN INDEPENDENT COMMITTEE OF THE BOARD OF DIRECTORS ANNUALLY REVIEWS AND APPROVES THE COMPENSATION LEVELS OF ALL INDIVIDUALS SUBJECT TO THE POLICY. THE DELIBERATIONS AND DECISIONS OF THE COMMITTEE ARE CONTEMPORANEOUSLY SUBSTANTIATED. THE COMMITTEE UTILIZES COMPARABILITY DATA IN ITS DELIBERATIONS; UPDATED COMPARABILITY DATA IS GENERALLY OBTAINED ANNUALLY.

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

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.

  • Internal Audit Foundation

    501(c)(3) · SRR PART VII · DC · controlled entity

    Directly controlled by IIA

  • Canadian Institute of Internal Auditors

    501c6 equiv · SEE PART VII · CA · controlled entity

    Directly controlled by IIA

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • IIA GLOBAL DEVELOPMENT LLC

    SEE PART VII · FL · income $0 · assets $0

    Directly controlled by IIA

  • Sino Certification LLC

    SEE PART VII · FL · income $5,184,042 · assets $5,546,089

    Directly controlled by IIA

  • IIA Quality Services LLC

    SEE PART VII · FL · income $2,658,553 · assets $2,144,934

    Directly controlled by IIA

  • IIA PAC

    SEE PART VII · FL · income $2,650 · assets $2,685

    Directly controlled by IIA

Provenance

Return type
form_990
Tax year
2022
Filed
24 January 2024
IRS schema version
2022v5.0
Source object
202420339349301327

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