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INVESTMENT COMPANY INSTITUTE

EIN 13-5266605 WASHINGTON, DC

Revenue 2024
$85,551,495
Expenses 2024
$83,667,741

As filed

Subsection
06
Classification
2000
Street
1401 H STREET NW

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).

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.

  • ERIC J PAN

    PRESIDENT & CEO

    Total calculated
    $2,849,370
    From this org
    $2,765,246
    From related orgs
    $0
    Other
    $84,124
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $1,503,310
    Bonus
    $1,236,984
    Other
    $24,952
    Deferred
    $41,400
    Nontaxable benefits
    $42,724
    Filer's total
    $2,849,370

  • DONALD C AUERBACH

    CHIEF OPERATING OFFICER

    Total calculated
    $1,039,018
    From this org
    $961,578
    From related orgs
    $0
    Other
    $77,440
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $714,304
    Bonus
    $222,210
    Other
    $25,064
    Deferred
    $47,046
    Nontaxable benefits
    $30,394
    Filer's total
    $1,039,018

  • JOHN G EMLING

    CHIEF GOVT. AFFAIRS OFFICER

    Total calculated
    $898,309
    From this org
    $817,385
    From related orgs
    $0
    Other
    $80,924
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $595,494
    Bonus
    $195,500
    Other
    $26,391
    Deferred
    $41,400
    Nontaxable benefits
    $39,524
    Filer's total
    $898,309

  • MICHAEL N PEDRONI

    CHIEF GLOBAL AFFAIRS OFFICER

    Total calculated
    $857,454
    From this org
    $773,330
    From related orgs
    $0
    Other
    $84,124
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $579,759
    Bonus
    $169,130
    Other
    $24,441
    Deferred
    $41,400
    Nontaxable benefits
    $42,724
    Filer's total
    $857,454

  • SUSAN M OLSON

    FORMER GENERAL COUNSEL

    Total calculated
    $833,074
    From this org
    $753,523
    From related orgs
    $0
    Other
    $79,551
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $400,896
    Bonus
    $0
    Other
    $352,627
    Deferred
    $64,400
    Nontaxable benefits
    $15,151
    Filer's total
    $833,074

  • DOROTHY M DONOHUE

    DEPUTY GENERAL COUNSEL

    Total calculated
    $748,819
    From this org
    $643,895
    From related orgs
    $0
    Other
    $104,924
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $498,383
    Bonus
    $136,577
    Other
    $8,935
    Deferred
    $64,400
    Nontaxable benefits
    $40,524
    Filer's total
    $748,819

  • SEAN S COLLINS

    CHIEF ECONOMIST THRU 09/24

    Total calculated
    $722,276
    From this org
    $627,745
    From related orgs
    $0
    Other
    $94,531
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $466,065
    Bonus
    $142,958
    Other
    $18,722
    Deferred
    $64,400
    Nontaxable benefits
    $30,131
    Filer's total
    $722,276

  • ERICA E RICHARDSON

    CHIEF STRATEGIC COMM. OFFICER

    Total calculated
    $714,053
    From this org
    $642,522
    From related orgs
    $0
    Other
    $71,531
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $447,443
    Bonus
    $180,459
    Other
    $14,620
    Deferred
    $41,400
    Nontaxable benefits
    $30,131
    Filer's total
    $714,053

  • THOMAS T KIM

    MANAGING DIRECTOR - IDC

    Total calculated
    $665,563
    From this org
    $584,862
    From related orgs
    $0
    Other
    $80,701
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $429,853
    Bonus
    $144,715
    Other
    $10,294
    Deferred
    $41,400
    Nontaxable benefits
    $39,301
    Filer's total
    $665,563

  • PAUL CELLUPICA

    GENERAL COUNSEL

    Total calculated
    $624,091
    From this org
    $567,540
    From related orgs
    $0
    Other
    $56,551
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $420,024
    Bonus
    $143,360
    Other
    $4,156
    Deferred
    $41,400
    Nontaxable benefits
    $15,151
    Filer's total
    $624,091

  • ROCHELLE L ANTONIEWICZ

    CHIEF ECONOMIST AS OF 10/24

    Total calculated
    $614,225
    From this org
    $533,524
    From related orgs
    $0
    Other
    $80,701
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $441,870
    Bonus
    $82,719
    Other
    $8,935
    Deferred
    $41,400
    Nontaxable benefits
    $39,301
    Filer's total
    $614,225

  • RACHEL H GRAHAM

    SECRETARY

    Total calculated
    $531,369
    From this org
    $426,212
    From related orgs
    $0
    Other
    $105,157
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $419,651
    Bonus
    $0
    Other
    $6,561
    Deferred
    $62,433
    Nontaxable benefits
    $42,724
    Filer's total
    $531,369

  • MARK A DELCOCO

    CFO/TREASURER

    Total calculated
    $520,663
    From this org
    $413,770
    From related orgs
    $0
    Other
    $106,893
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $333,629
    Bonus
    $71,350
    Other
    $8,791
    Deferred
    $64,400
    Nontaxable benefits
    $42,493
    Filer's total
    $520,663

  • GEORGE H WALKER

    CHAIR

    Total calculated
    $0
    Hours/week
    2 + 0.25 related

  • YIE-HSIN HUNG

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    2

  • OMAR AGUILAR

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ANDREW G ARNOTT

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GEORGE AYLWARD

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KATHLEEN T BARR

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • SETH P BERNSTEIN

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KAMAL BHATIA

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • STEPHANIE G BRAMING

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • HEATHER E BRILLIANT

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PAMELA CARLTON

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JANE K CARTEN

    MEMBER

    Total calculated
    $0
    Hours/week
    1

The first 25 listed. 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
    $85,551,495
    Expenses
    $83,667,741
    Contributions
    $72,867,198
    Grants paid
    $0
  • 2023
    Revenue
    $83,174,498
    Expenses
    $84,194,621
    Contributions
    $69,015,360
    Grants paid
    $180,000
  • 2022
    Revenue
    $84,136,163
    Expenses
    $77,130,848
    Contributions
    $73,033,661
    Grants paid
    $200,000

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

  • 2021 · 990

    Revenue
    $80,146,435
    Expenses
    $68,854,682
    Assets (EOY)
    $132,491,163

  • 2020 · 990

    Revenue
    $72,478,404
    Expenses
    $67,975,698
    Assets (EOY)
    $76,230,571

  • 2019 · 990

    Revenue
    $71,824,481
    Expenses
    $70,766,857
    Assets (EOY)
    $84,674,610

  • 2018 · 990

    Revenue
    $79,650,345
    Expenses
    $75,166,953
    Assets (EOY)
    $81,067,434

  • 2017 · 990

    Revenue
    $74,633,466
    Expenses
    $71,325,983
    Assets (EOY)
    $78,811,879

  • 2016 · 990

    Revenue
    $73,873,778
    Expenses
    $71,500,391
    Assets (EOY)
    $74,190,318

  • 2015 · 990

    Revenue
    $76,376,457
    Expenses
    $73,542,682
    Assets (EOY)
    $71,267,187

  • 2014 · 990

    Revenue
    $73,382,823
    Expenses
    $71,699,424
    Assets (EOY)
    $66,328,579

  • 2013 · 990

    Revenue
    $69,242,593
    Expenses
    $66,922,212
    Assets (EOY)
    $65,635,929

  • 2012 · 990

    Revenue
    not reported
    Expenses
    $60,411,044
    Assets (EOY)
    $64,299,731

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

Where these grants went next →

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

Declared as related by

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

Not present in the most recent drop.

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 23 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.