WASHINGTON, DC
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)COUNCIL OF INSTITUTIONAL INVESTORS, founded in 1985, is a community nonprofit that reported $4.8M in total revenue in fiscal year 2024. Expenses of $4.1M left a modest 13% surplus.
EDUCATE/ADVOCATE FOR EFFECTIVE CORPORATE GOVERNANCE AND PUBLIC COMPANY DISCLOSURE, STRONG SHAREHOLDER RIGHTS AND FAIR CAPITAL MARKETS.
EDUCATION AND RESEARCH IN 2024, CII HOSTED TWO PRIVATE NATIONAL CONFERENCES WITH MORE THAN 900 MEMBER ATTENDEES. OUR CONFERENCES OFFER MEMBERS OPPORTUNITIES TO INTERACT, EXCHANGE PERSPECTIVES ON...
EDUCATION AND RESEARCH IN 2024, 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 AND DISCUSS ISSUES OF IMPORTANCE TO EACH OF OUR CONSTITUENCY GROUPS. FOR THE FOURTH 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 BIMONTHLY 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 PRIVATE COMMENT OPPORTUNITY TRACKER AND OTHER STEWARDSHIP RESOURCES, AND THE CII 501 (C)(3), THE CII RESEARCH AND EDUCATION FUND, (OR "CII-REF"), PUBLISHED A NEW REPORT TITLED, "MISALIGNMENT UNDER THE RADAR: STEALTH DUAL-CLASS STOCK." THE CII-REF WAS ALSO A CY PRES RECIPIENT IN 2024. CII PUBLISHED "GOVERNANCE GUIDE: PROXY VOTING", A RESOURCE FOR MEMBERS TO UNDERSTAND AND ENHANCE PROXY VOTING ACTIVITIES.
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...
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 2024 AND APPROVED: (1) AN AMENDMENT TO CII'S CORPORATE GOVERNANCE POLICIES TO SUPPORT CLASS-BY-CLASS PROXY VOTE DISCLOSURE BY MULTI-CLASS PUBLIC COMPANIES, (2) A STATEMENT ON INDEX PROVIDER CONSULTATION PROCESSES TO ENCOURAGE TRANSPARENT AND ORDERLY CONSULTATIONS WHEN INDEX PROVIDERS CONTEMPLATE SIGNIFICANT CHANGES TO THEIR METHODOLOGIES. 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.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $4,756,951 | $4,507,998 | +0.1% |
| Expenses | $4,139,762 | $3,708,191 | +0.1% |
| Net Income | $617,189 | $799,807 | -0.2% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| AEISHA MASTAGNI | BOARD CHAIR | 3.00 |
Officer
Director
|
$0 | $0 | $0 |
| TEJAL PATEL | BOARD CO-CHAIR | 3.00 |
Officer
Director
|
$0 | $0 | $0 |
| MICHAEL MCCAULEY | BOARD CO-CHAIR | 3.00 |
Officer
Director
|
$0 | $0 | $0 |
| MARGARET FORAN | BOARD CO-CHAIR | 3.00 |
Officer
Director
|
$0 | $0 | $0 |
| KATY HOFFMAN | BOARD TREASURER | 3.00 |
Officer
Director
|
$0 | $0 | $0 |
| MICHAEL PRYCE-JONES | BOARD SECRETARY | 3.00 |
Officer
Director
|
$0 | $0 | $0 |
| MELANIE MYERS | BOARD SECRETARY (START 03/24) | 3.00 |
Officer
Director
|
$0 | $0 | $0 |
| JOE AGUILAR | BOARD MEMBER | 3.00 |
Director
|
$0 | $0 | $0 |
| DREW HAMBLY | BOARD MEMBER (START 03/24) | 3.00 |
Director
|
$0 | $0 | $0 |
| TRACY HARRIS | BOARD MEMBER | 3.00 |
Director
|
$0 | $0 | $0 |
| MICHAEL HOWARD | BOARD MEMBER (EFF. 03/24-07/24) | 3.00 |
Director
|
$0 | $0 | $0 |
| MARGARET MADDEN | BOARD MEMBER | 3.00 |
Director
|
$0 | $0 | $0 |
| JOHN MULE | BOARD MEMBER (START 03/24) | 3.00 |
Director
|
$0 | $0 | $0 |
| YUMI NARITA | BOARD MEMBER | 3.00 |
Director
|
$0 | $0 | $0 |
| JENNIFER O'DELL | BOARD MEMBER | 3.00 |
Director
|
$0 | $0 | $0 |
| KYLE SEELEY | BOARD MEMBER (START 07/24) | 3.00 |
Director
|
$0 | $0 | $0 |
| MITCH VOGEL | BOARD MEMBER (END 03/24) | 3.00 |
Director
|
$0 | $0 | $0 |
| ELIZABETH PARISIAN | BOARD MEMBER (END 03/24) | 3.00 |
Director
|
$0 | $0 | $0 |
| SIMISO NZIMA | BOARD MEMBER (END 03/24) | 3.00 |
Director
|
$0 | $0 | $0 |
| PATTI GAZDA | BOARD MEMBER (END 03/24) | 3.00 |
Director
|
$0 | $0 | $0 |
| AMY BORRUS | EXECUTIVE DIRECTOR (END 07/24) | 55.00 |
Officer
|
$256,561 | $9,036 | $265,597 |
| ROBERT MCCORMICK | EXECUTIVE DIRECTOR (START 07/24) | 55.00 |
Officer
|
$173,618 | $7,690 | $181,308 |
| JEFF MAHONEY | GENERAL COUNSEL | 55.00 |
Key Emp
|
$396,645 | $55,486 | $452,131 |
| GLENN DAVIS | DEPUTY DIRECTOR | 55.00 |
Key Emp
|
$252,993 | $50,418 | $303,411 |
| MELISSA FADER | DIR. OF OPER. & MEMBERSHIP | 55.00 |
Key Emp
|
$193,577 | $17,247 | $210,824 |
| JAMES CROWE | RESEARCH MANAGER | 40.00 |
Highest
|
$137,394 | $12,323 | $149,717 |
| MICHAEL MILLER | IT & RESOURCES DIRECTOR | 40.00 |
Highest
|
$109,069 | $17,060 | $126,129 |
| KYLUND ARNOLD | HEAD OF BUSINESS OPERATIONS | 40.00 |
Highest
|
$104,505 | $12,195 | $116,700 |
| ROSEMARY LALLY | EDITOR | 32.00 |
Highest
|
$130,107 | $5,909 | $136,016 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | No data | No data | No data | No data |
| 2024 | $4,756,951 | $4,139,762 | $12,333,648 | $617,189 |
| 2023 | $4,507,998 | $3,708,191 | $9,833,473 | $799,807 |
| 2022 | $4,099,130 | $3,949,146 | $8,853,996 | $149,984 |
| 2021 | $3,200,027 | $3,434,469 | $8,425,464 | $-234,442 |
| 2020 | $3,791,101 | $3,749,918 | $8,454,147 | $41,183 |
| 2019 | $4,009,939 | $4,123,988 | $8,300,785 | $-114,049 |
| 2018 | $3,625,237 | $3,958,011 | $7,442,889 | $-332,774 |
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