COUNCIL OF INSTITUTIONAL INVESTORS

As filed

Subsection

06

Classification

2000

Street

1828 L ST NW 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).

Other organizations at this address

2 other organizations in the IRS Business Master File list the same street address. matched by us

This address is a suite or unit (STE 600). Organizations that share one are often clients of the same office-services firm, accountant or registered agent rather than related to each other.

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

• CHET LEVITT FUND FOR EMPLOYMENT LAW

  EIN 84-4243862

• CII RESEARCH AND EDUCATION FUND

  EIN 45-3670271

Mission and programs · 2025

• EDUCATION AND RESEARCH: IN 2025 CII HOSTED TWO PRIVATE NATIONAL CONFERENCES WITH MORE THAN 900 MEMBER ATTENDEES. OUR CONFERENCES OFFER MEMBERS OPPORTUNITIES TO INTERACT, EXCHANGE PERSPECTIVES ON CORPORATE GOVERNANCE AND OTHER ISSUES RELEVANT TO INVESTORS. THE CONFERENCES OFFER OPTIONS FOR MEMBERS TO HOST THEIR OWN PANEL SESSIONS, HOLD PRIVATE ENGAGEMENT MEETINGS, AND INCLUDE OPPORTUNITIES TO INTERACT, ADVOCATE AND ENGAGE. CII USES ITS MEMBER-APPROVED CORPORATE GOVERANCE POLICIES AS A BASIS TO DISCUSS ISSUES OF IMPORTANCE TO EACH OF OUR CONSTITUENCY GROUPS. FOR THE FIFTH YEAR, CII CO-HOSTED AN IN-PERSON PROFESSIONAL EDUCATION PROGRAM IN PARTNERSHIP WITH NYU SCHOOL OF LAW'S INSTITUTE FOR CORPORATE GOVERNANCE AND FINANCE.CII RELEASED MORE THAN 20 EDUCATIONAL EPISODES ON THE "VOICE OF CORPORATE GOVERNANCE" PODCAST, AND COORDINATED MORE THAN 20 EDUCATIONAL WEBINARS, ON A WIDE RANGE OF TOPICS RELATED TO CORPORATE GOVERNANCE, SHAREHOLDER RIGHTS AND CAPITAL MARKETS REGULATION AND LEGISLATION. CII PUBLISHED UPDATES TO OUR MEMBER COMMENT OPPORTUNITY TRACKER AND OTHER STEWARDSHIP RESOURCES. CII AND THE CII-REF WERE ALSO CY PRES RECIPIENTS. IN 2025 CII PUBLISHED "BEHIND THE VEIL: RISKS TO CHINESE COMPANIES AND THE VIE STRUCTURE" AS WELL AS "PROXY ADVISORS AND INSTITUTIONAL INVESTORS: FACTS AND CLARIFICATIONS".

• ADVOCACY AND ENGAGEMENT: CII USES ITS MEMBER-APPROVED CORPORATE GOVERNANCE POLICIES TO ADVOCATE FOR BEST PRACTICES IN A VARIETY OF REALMS. OUR POLICIES PROVIDE A FOUNDATION FROM WHICH CII ADVOCATES ON MATTERS OF IMPORTANCE TO MEMBERS. THEY ARE BEST-PRACTICE GUIDELINES BUT ARE NOT BINDING ON CII MEMBER FUNDS.CII U.S. ASSET OWNER MEMBERS MET TWICE IN 2025 AND APPROVED: (1) AN AMENDMENT TO CII'S CORPORATE GOVERNANCE POLICIES ON INCORPORATION AND REINCORPORATION FOR COMPANIES, (2) AN AMENDMENT AND NEW POLICY RELATING TO COMPANIES WITH STEALTH DUAL CLASS STOCK STRUCTURES. CII WORKED CONSISTENTLY DURING THE YEAR TO ADVOCATE FOR IMPROVED CORPORATE GOVERNANCE PRACTICES, AND TO DEFEND SHAREHOLDER RIGHTS AND PROTECTIONS, ISSUING MORE THAN TWENTY COMMENT LETTERS, ENGAGING WITH REGULATORY AGENCIES, LEGISLATORS, AND OTHER POLICYMAKERS FROM STATE, FEDERAL AND INTERNATIONAL JURISDICTIONS.CII ALSO FACILITATED MEETINGS FOR INVESTOR AND PUBLIC COMPANY MEMBERS TO ENGAGE IN PRIVATE, ONE-ON-ONE OR IN SMALL GROUP MEETINGS IN CONJUNCTION WITH CII'S FALL CONFERENCE.

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2025

As listed in Part VII of the 2025 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

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

• 2025

  Revenue

  $4,813,441

  Expenses

  $4,388,758

  Contributions

  $54,423

  Grants paid

  $0

• 2024

  Revenue

  $4,756,951

  Expenses

  $4,139,762

  Contributions

  $0

  Grants paid

  $0

• 2023

  Revenue

  $4,507,998

  Expenses

  $3,708,191

  Contributions

  $0

  Grants paid

  $0

• 2022

  Revenue

  $4,099,130

  Expenses

  $3,949,146

  Contributions

  $0

  Grants paid

  $0

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

  $3,200,027

  Expenses

  $3,434,469

  Assets (EOY)

  $8,425,464

• 2020 · 990

  Revenue

  $3,791,101

  Expenses

  $3,749,918

  Assets (EOY)

  $8,454,147

• 2019 · 990

  Revenue

  $4,009,939

  Expenses

  $4,123,988

  Assets (EOY)

  $8,300,785

• 2018 · 990

  Revenue

  $3,625,237

  Expenses

  $3,958,011

  Assets (EOY)

  $7,442,889

• 2017 · 990

  Revenue

  $3,447,057

  Expenses

  $3,553,145

  Assets (EOY)

  $8,223,388

• 2016 · 990

  Revenue

  $3,525,233

  Expenses

  $3,354,145

  Assets (EOY)

  $8,048,396

• 2015 · 990

  Revenue

  $3,410,458

  Expenses

  $3,396,513

  Assets (EOY)

  $7,504,594

• 2014 · 990

  Revenue

  $2,904,742

  Expenses

  $3,357,773

  Assets (EOY)

  $7,572,925

• 2013 · 990

  Revenue

  $2,797,460

  Expenses

  $3,164,584

  Assets (EOY)

  $8,225,534

• 2012 · 990

  Revenue

  — not reported

  Expenses

  $3,157,296

  Assets (EOY)

  $7,848,453

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

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

• AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS

  $10,000

  2023 · CONTRIBUTION

• AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS

  $10,000

  2022 · CONTRIBUTION

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.

Other IRS files