INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION
EIN 23-7268394 WASHINGTON, DC
- Revenue 2024
- $290,077,681
- Expenses 2024
- $292,047,310
Program services were 90.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- Y30
- Classification
- 1000
- Street
- 777 N CAPITOL ST NE STE 600
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Mission and programs · 2024
Mission
THE CORPORATION SERVES TO LESSEN THE BURDENS OF STATE AND LOCAL GOVERNMENTS AND THEIR AGENCIES AND INSTRUMENTALITIES BY ADMINISTERING QUALIFIED AND DEFERRED COMPENSATION RETIREMENT PLANS, THEREBY HELPING INDIVIDUAL MUNICIPAL EMPLOYEES BUILD FINANCIAL SECURITY.
Activities or mission (Part I)
THE CORPORATION SERVES TO LESSEN THE BURDEN OF STATE AND LOCAL GOVERNMENTS AND THEIR INSTRUMENTALITIES BY ASSISTING THEM IN ESTABLISHING AND ADMINISTERING QUALIFIED, DEFERRED COMPENSATION AND OTHER RETIREMENT PLANS, AND BY PROVIDING THEM WITH RETIREMENT PLAN ADMINISTRATION AND ASSET MANAGEMENT SERVICES THAT INCLUDE BROAD-BASED FINANCIAL AND RETIREMENT PLANNING AND RELATED INVESTMENT EDUCATION SUPPORT. THE CORPORATION MAKES ITS SERVICES AVAILABLE TO ALL MUNICIPAL GOVERNMENT EMPLOYERS, INCLUDING MANY THAT HAVE LIMITED OR NO OTHER VIABLE RETIREMENT PLAN ADMINISTRATION OR INVESTMENT TRUST OPTIONS AVAILABLE TO THEM.
-
THE CORPORATION PROVIDED PLAN ADMINISTRATION, ASSET MANAGEMENT, AND RETIREMENT EDUCATION AND PLANNING SERVICES TO 4,755 STATE AND LOCAL GOVERNMENT EMPLOYERS, SPONSORING 9,153 RETIREMENT PLANS COVERING 1,836,710 INDIVIDUAL MUNICIPAL EMPLOYEE RETIREMENT ACCOUNTS.
Expenses $264,735,305 · Grants $12,849 · Revenue $263,048,988
As filed on the 2024 return.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Andre Robinson As Of 90324ANDRE ROBINSON AS OF 90324
PRESIDENT, CEO, DIRECTOR
- Total calculated
- $989,532
- From this org
- $972,104
- From related orgs
- $0
- Other
- $17,428
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $250,034
- Bonus
- $721,475
- Other
- $595
- Deferred
- $2,532
- Nontaxable benefits
- $14,896
- Filer's total
- $989,532
-
Deanna Santana Until 90324DEANNA SANTANA UNTIL 90324
ACTING PRESIDENT, CEO, DIRECTOR
- Total calculated
- $2,118,766
- From this org
- $2,056,882
- From related orgs
- $0
- Other
- $61,884
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $717,855
- Bonus
- $1,050,000
- Other
- $289,027
- Deferred
- $24,150
- Nontaxable benefits
- $37,734
- Filer's total
- $2,118,766
-
Brian ClarkeBRIAN CLARKE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Cynthia SteerCYNTHIA STEER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Joseph CoyneJOSEPH COYNE
DIRECTOR
- Total calculated
- $4,990
- From this org
- $4,990
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Marc OttMARC OTT
DIRECTOR
- Total calculated
- $604,158
- From this org
- $858
- From related orgs
- $547,600
- Other
- $55,700
- Hours/week
- 2 + 37.5 related
Schedule J breakdown matched by us
- Base
- $858 + $501,266 related
- Bonus
- $0 + $20,000 related
- Other
- $0 + $26,334 related
- Deferred
- $0 + $39,380 related
- Nontaxable benefits
- $0 + $16,320 related
- Filer's total
- $858 + $603,300 related
-
Mona MiyasatoMONA MIYASATO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Opal Mauldin-Jones
DIRECTOR
- Total calculated
- $1,921
- From this org
- $1,921
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Robert Jones Until 90324ROBERT JONES UNTIL 90324
DIRECTOR
- Total calculated
- $5,231
- From this org
- $5,231
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Troy BrownTROY BROWN
Director
- Total calculated
- $4,365
- From this org
- $4,365
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Angela MontezANGELA MONTEZ
SECRETARY, CLO
- Total calculated
- $1,162,580
- From this org
- $1,111,124
- From related orgs
- $0
- Other
- $51,456
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $449,647
- Bonus
- $415,800
- Other
- $245,677
- Deferred
- $47,150
- Nontaxable benefits
- $4,306
- Filer's total
- $1,162,580
-
Christopher GravesCHRISTOPHER GRAVES
ASSISTANT TREASURER
- Total calculated
- $221,854
- From this org
- $204,046
- From related orgs
- $0
- Other
- $17,808
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $188,379
- Bonus
- $15,417
- Other
- $250
- Deferred
- $14,266
- Nontaxable benefits
- $3,542
- Filer's total
- $221,854
-
Dai Shi
Treasurer, CFO
- Total calculated
- $1,100,784
- From this org
- $846,037
- From related orgs
- $0
- Other
- $254,747
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $369,825
- Bonus
- $475,320
- Other
- $892
- Deferred
- $241,348
- Nontaxable benefits
- $13,399
- Filer's total
- $1,100,784
-
ERICA McFARQUHAR AS OF 90324
ASSISTANT SECRETARY
- Total calculated
- $557,074
- From this org
- $495,959
- From related orgs
- $0
- Other
- $61,115
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $243,244
- Bonus
- $247,817
- Other
- $4,898
- Deferred
- $24,150
- Nontaxable benefits
- $36,965
- Filer's total
- $557,074
-
THOMAS McANDREWS AS OF 90324
ASSISTANT SECRETARY
- Total calculated
- $582,846
- From this org
- $506,677
- From related orgs
- $0
- Other
- $76,169
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $340,053
- Bonus
- $165,076
- Other
- $1,548
- Deferred
- $24,150
- Nontaxable benefits
- $52,019
- Filer's total
- $582,846
-
Aimei Zhong Until 102924AIMEI ZHONG UNTIL 102924
MVP, Equity INVESTMENTS
- Total calculated
- $975,454
- From this org
- $946,969
- From related orgs
- $0
- Other
- $28,485
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $298,448
- Bonus
- $645,145
- Other
- $3,376
- Deferred
- $24,150
- Nontaxable benefits
- $4,335
- Filer's total
- $975,454
-
Andrew Whiting
SVP, CHIEF REVENUE OFFICER
- Total calculated
- $1,323,956
- From this org
- $1,186,712
- From related orgs
- $0
- Other
- $137,244
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $329,846
- Bonus
- $850,384
- Other
- $6,482
- Deferred
- $89,708
- Nontaxable benefits
- $47,536
- Filer's total
- $1,323,956
-
Karen Chong-WulffKAREN CHONG-WULFF
MVP, Fixed Income Investments
- Total calculated
- $1,358,560
- From this org
- $1,199,321
- From related orgs
- $0
- Other
- $159,239
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $408,642
- Bonus
- $787,760
- Other
- $2,919
- Deferred
- $123,030
- Nontaxable benefits
- $36,209
- Filer's total
- $1,358,560
-
Venkatakrishnan Balakrishnan
MVP, Asset Allocation Investments
- Total calculated
- $918,526
- From this org
- $846,381
- From related orgs
- $0
- Other
- $72,145
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $846,381
- Bonus
- $0
- Other
- $0
- Deferred
- $24,150
- Nontaxable benefits
- $47,995
- Filer's total
- $918,526
-
Wayne Wicker Until 40524WAYNE WICKER UNTIL 40524
SVP, Chief Investment Officer
- Total calculated
- $1,617,688
- From this org
- $1,546,791
- From related orgs
- $0
- Other
- $70,897
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $209,880
- Bonus
- $1,191,859
- Other
- $145,052
- Deferred
- $54,650
- Nontaxable benefits
- $16,247
- Filer's total
- $1,617,688
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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $290,077,681
- Expenses
- $292,047,310
- Contributions
- $0
- Grants paid
- $12,849
-
2023
- Revenue
- $268,974,871
- Expenses
- $267,564,091
- Contributions
- $0
- Grants paid
- $18,500
-
2022
- Revenue
- $271,458,710
- Expenses
- $251,906,642
- Contributions
- $0
- Grants paid
- $1,060,000
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2024 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2023 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2022 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2021 · 990
- Revenue
- $318,914,554
- Expenses
- $272,532,940
- Assets (EOY)
- $683,853,654
-
2021 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2021 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2020 · 990
- Revenue
- $249,374,685
- Expenses
- $221,903,207
- Assets (EOY)
- $583,812,371
-
2020 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2019 · 990
- Revenue
- $243,525,421
- Expenses
- $253,798,109
- Assets (EOY)
- $530,010,241
-
2018 · 990
- Revenue
- $239,638,761
- Expenses
- $247,712,121
- Assets (EOY)
- $497,452,269
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
-
$1,000,000
2022 BUILDING STRONGER COMMUNITIES AND CREATING LONG-TERM FINANCIAL RESILIENCY FOR FAMILIES
-
2022 RESEARCH IN THE AREA OF PUBLIC SECTOR FINANCIAL AND RETIREMENT SECURITY
-
2022 EDUCATING AND INSPIRING YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY
-
$13,500
2023 HELP INDIVIDUALS OBTAIN HOUSING AND OTHER CRITICAL RESOURCES TO END CHRONIC HOMELESSNESS.
-
$12,849
2024 HELP INDIVIDUALS OBTAIN HOUSING AND OTHER CRITICAL RESOURCES NEEDED TO END CHRONIC HOMELESSNESS.
Grants received
No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2024 return
-
INTERNATIONAL CITYCOUNTY MANAGEMENT ASSOCIATION
501(c)(3) · PROFESSIONAL AND EDUCATIONAL ORGANIZATION ADVANCING LOCAL GOVERNMENTS. · IL
-
501(c)(3) · DEDICATED TO BUILDING STRONGER COMMUNITIES AND CREATING LONG-TERM FINANCIAL RESILIENCY. · DE · controlled entity
Declared as related by
-
INTERNATIONAL CITY COUNTY MANAGEMENT ASSOCIATION
On its 2024 return
Taxable family
From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.
Disregarded entities on its 2024 return
-
ICMA-RC SERVICES LLC
SEC/FINRA-REGISTERED BROKER-DEALER PROVIDING SERVICES TO RETIREMENT TRUSTS. · DE · income $974,772 · assets $1,136,418
-
VANTAGEPOINT TRANSFER AGENTS LLC
TRANSFER AGENT PROVIDING ADMINISTRATIVE SERVICES TO RETIREMENT PLANS AND TRUSTS. · DE · income $0 · assets $0
-
VANTAGEPOINT INVESTMENT ADVISERS LLC
SEC-REGISTERED INVESTMENT ADVISOR PROVIDING SERVICES TO RETIREMENT TRUSTS. · DE · income $44,862,759 · assets $1,512,012
-
VANTAGETRUST COMPANY LLC
STATE-REGULATED TRUST COMPANY MANAGING RETIREMENT TRUST ASSETS. · NH · income $182,881,058 · assets $9,507,247
Related corporations and trusts on its 2024 return
-
CENTER FOR PUBLIC ADMINISTRATION AND SERVICE INC
C Corporation · REAL ESTATE INVESTMENT TRUST HOLDING AND MANAGING HEADQUARTERS OFFICE SPACE. · MD · 33.33% owned
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 13 October 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.