Skip to content
Nonprofiteer
← INDEX INDUSTRY ASSOCIATION

Form 990 for tax year 2023

Filed by INDEX INDUSTRY ASSOCIATION.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2023 , filed 25 March 2025. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Those are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$1,400,000
Total expenses
$1,441,182
Contributions and grants received
$1,400,000
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$1,675,784
Total liabilities, end of year
$118,343
Net assets or fund balances, end of year
$1,557,441
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $1,400,000

Functional expenses

Part IX, the statement of functional expenses.

  • 11a · Fees: management

    total $805,625

  • 11b · Fees: legal

    total $51,074

  • 11c · Fees: accounting

    total $10,927

  • 11d · Fees: lobbying

    total $366,515

  • 12 · Advertising and promotion

    total $61,711

  • 13 · Office expenses

    total $11,744

  • 17 · Travel

    total $39,123

  • 19 · Conferences, conventions and meetings

    total $3,252

  • 23 · Insurance

    total $11,412

  • 24a · Other expenses: tax payments

    total $79,800 · program services $79,800

  • 24b · Other expenses: effects of rounding

    total -$1 · program services -$1

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,598,767 · end of year $1,669,023

  • 4 · Accounts receivable

    beginning of year $87,500

  • 9 · Prepaid expenses and deferred charges

    beginning of year $6,582 · end of year $6,761

  • 17 · Accounts payable and accrued expenses

    beginning of year $94,226 · end of year $118,343

  • 27 · Net assets without donor restrictions

    beginning of year $1,598,623 · end of year $1,557,441

Mission and programs · 2023

Mission

The purpose of the IIA is to represent the global index industry by working with the market participants, regulators, and other representative bodies to promote sound practices in the index industry that strengthen markets and serve the needs of investors.

  • The purpose of the IIA is to represent the global index industry by working with the market participants, regulators, and other representative bodies to promote sound practices in the index industry that strengthen markets and serve the needs of investors.

As filed on the 2023 return.

Listed in Part VII

  • Rick Redding

    CEO

    Total calculated
    $633,803
    From this org
    $633,803
    From related orgs
    $0
    Other
    $0
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $363,803
    Bonus
    $270,000
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $633,803

  • Dave Gedeon

    director

    Total calculated
    $0
    Hours/week
    5

  • Cathy Clay

    director

    Total calculated
    $0
    Hours/week
    5

  • Ron Bundy

    director

    Total calculated
    $0
    Hours/week
    5

  • Baer Pettit

    director

    Total calculated
    $0
    Hours/week
    5

  • Dan Draper

    director

    Total calculated
    $0
    Hours/week
    5

  • Arne Staal

    director

    Total calculated
    $0
    Hours/week
    5

  • David Barclay

    Treasurer

    Total calculated
    $0
    Hours/week
    5

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

  • 3 · Compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

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.

Provenance

Return type
form_990
Tax year
2023
Filed
20 June 2024
IRS schema version
2023v5.1
Source object
202421729349300002

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.