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Washington, D.C. · Nonprofit

COUNCIL OF INSTITUTIONAL INVESTORS

COUNCIL OF INSTITUTIONAL INVESTORS (Washington, D.C.) receives grants from 2 organizations whose IRS filings report $84,500 to it, the largest being AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS ($79,500). 1 of them have funded it in more than one year.

Revenue FY2024
$4.8M
Funders on record
2
Grants received
$85k
Net assets
$9.2M
1/2 repeat funderspeak grant-dependency 1%
01What it does

What Council of Institutional Investors does

Mission

Educate/advocate for effective corporate governance and public company disclosure, strong shareholder rights and fair capital markets.

As stated on its FY2024 Form 990.

Programs

  1. 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…

  2. 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.

The 2 programs described on its FY2025 Form 990, listed largest first by expense.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.

100 = 20172017 Revenue 100 ($3.4M) Expenses 100 ($3.6M) Net assets 100 ($5.5M)2018 Revenue 105 ($3.6M) Expenses 111 ($4.0M) Net assets 85 ($4.6M)2019 Revenue 116 ($4.0M) Expenses 116 ($4.1M) Net assets 87 ($4.8M)2020 Revenue 110 ($3.8M) Expenses 106 ($3.7M) Net assets 84 ($4.6M)2021 Revenue 93 ($3.2M) Expenses 97 ($3.4M) Net assets 98 ($5.3M)2022 Revenue 119 ($4.1M) Expenses 111 ($3.9M) Net assets 106 ($5.8M)2023 Revenue 131 ($4.5M) Expenses 104 ($3.7M) Net assets 134 ($7.3M)2024 Revenue 138 ($4.8M) Expenses 117 ($4.1M) Net assets 169 ($9.2M)
'17'18'19'20'21'22'23'24
Revenue (138)Expenses (117)Net assets (169)

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2023 to 2024, from $9.8M to $12M (+25%).

$8.2M
$7.4M
$8.3M
$8.5M
$8.4M
$8.9M
$9.8M
$12M
'17'18'19'20'21'22'23'24
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
ContributionsProgram revenueInvestmentOther

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 4 of the last 8 reported years ran a deficit.

−$106k
’17
−$333k
’18
−$114k
’19
$41k
’20
−$234k
’21
$150k
’22
$800k
’23
$617k
’24
16
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

Robert Mccormick

Executive director

As listed on its FY2025 Form 990.

20172018202220232024
Listed2020242529
Joined·+8·+6+7
No longer listed·8·53
03Who funds it

Who funds it, year by year

2017 → 2023: the base held at 1 funder, grant income fell $20k → $10k.

Funder
'17
'18
'19
'21
'22
'23
total
funders
1
1
1
1
1
1

From the IRS filings of COUNCIL OF INSTITUTIONAL INVESTORS’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

COUNCIL OF INSTITUTIONAL INVESTORS leans on a few funders — its largest provides 94% of grant income and the top three 100%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

100% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund COUNCIL OF INSTITUTIONAL INVESTORS.

94%
largest funder
100%
top three
~1
effective funders

Largest funder’s share by year: 2017 100% · 2018 100% · 2019 100% · 2021 100% · 2022 100% · 2023 100% — broadly stable.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

COUNCIL OF INSTITUTIONAL INVESTORS draws 94% of its grant income from funders outside Washington, D.C., across 2 states in all.

NC
DC

In-state vs out-of-state, by year

’17
’18
’19
’21
’22
’23
Washington, D.C. out of state home

Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Government funding COUNCIL OF INSTITUTIONAL INVESTORS receives

Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $503k on record.

State$503k
09
11
12
13
15
16
17
19
20
21
22
23
24
25
26
By state
  • CT$223k
  • OR$215k
  • VT$65k

Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.

Organizations like COUNCIL OF INSTITUTIONAL INVESTORS

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Washington, D.C.

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Governance

15
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Footprint & structure

Files a return copy in 1 state

CA

Part of a family of 1 related entity

  • Cii Research and Education Fund · exempt

Screen this organization

A dated, signed PDF of the compliance screen for COUNCIL OF INSTITUTIONAL INVESTORS: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds COUNCIL OF INSTITUTIONAL INVESTORS?
COUNCIL OF INSTITUTIONAL INVESTORS (Washington, D.C.) receives grants from 2 organizations whose IRS filings report $84,500 to it, the largest being AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS ($79,500). 1 of them have funded it in more than one year.
How many funders does COUNCIL OF INSTITUTIONAL INVESTORS have?
IRS filings report 2 organizations giving $84,500 in grants to COUNCIL OF INSTITUTIONAL INVESTORS, 1 of which have funded it in more than one year.
Who is the largest funder of COUNCIL OF INSTITUTIONAL INVESTORS?
AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS is the largest funder on record, with $79,500 in grants. The full list of funders is on this page.
How can an organization like COUNCIL OF INSTITUTIONAL INVESTORS find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Washington, D.C.. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds Council of Institutional Investors →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 2 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing