See part III, line 1.

501(c)(3) charity; gifts are tax-deductible.
84¢ of each $1 spent went to programs.
$1.1M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $329K a year · 9% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
84%
of spending
Looks good: 84% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.1M
to officers and key staff · 28% of spending
Worth a look: pay to officers and key staff is 28% of spending; over 20%.
Pt VII · Sec A
4 mo
of spending, in cash
Plus $7.0M in investments, Pt X · Ln 11–13
Looks good: 3.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
8
named funders · $1.8M
Looks good: 8 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$1.7M
19% of total assets
Looks good: liabilities are 19% of assets; 50% or less.
Pt X · Ln 26
Independent board members
14
of 14 voting members
Looks good: 14 of 14 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.7M
Spent
$3.9M
To programs
84%
Net assets
$7.5M
By yearFY2020–FY2024
Revenue
$3.7M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$3.7M
FY2021$4.2M
FY2022$3.3M
FY2023$3.9M
FY2024$3.8M
Expenses
$3.9M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$3.9M
FY2021$4.0M
FY2022$4.1M
FY2023$4.1M
FY2024$4.4M
Net assets
$7.5M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$7.5M
FY2021$7.7M
FY2022$5.8M
FY2023$6.1M
FY2024$5.9M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jun 1993.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

84 cents of each dollar spent went to programs.

Program services 84% · $3.3M Management & general 16% · $611K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

21 people listed on the 990; $1.1M paid to officers and key staff.

Part VII, Section A · reportable compensation
$328,814Pt VII · Sec A
Program Director
$145,603Pt VII · Sec A
Program Director
$134,823Pt VII · Sec A
Program Director
$131,938Pt VII · Sec A
Director of Finance & Administration
$117,077Pt VII · Sec A
Dir, Development & Ext. Relations
$114,376Pt VII · Sec A
Program Director
$107,800Pt VII · Sec A
Director
$0Pt VII · Sec A

Rebecca Bill Chavez’s $345K as President & CEO is at the 96th percentile of top reported officer pay among 1168 $1–10M international nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Rebecca Bill Chavez$345,094$327,601$230,133——
Michael E Shifter————$328,814
Michael Shifter——$155,804$317,639—
Manuel Orozco$165,523$165,651$159,075——
Ariel Fiszbein$153,974$149,581$143,956$135,943$131,938
Margaret Mullinex$146,963$112,970$103,410$110,618—
Michael J Camilleri————$145,603
Lisa Viscidi———$137,580$134,823

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Inter-American Dialogue executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Studies remittances and migration trends in the Western Hemisphere to inform development policies.

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Provided by the organization

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3 programs · $1.4M · in their own filed words · FY2020
01

Outreach and Communications

All dialogue programs communicate their analysis and recommendations to policy and media communities in the united states and latin america, and beyond through published reports and articles, public and private forums, press conferences, and briefings for policy officials.

$508Kprogram expense
02

Education

The inter-american dialogue's education program aims to improve the quality of learning and skills development across latin america. We do so by partnering with public and private organizations throughout the hemisphere to promote informed debate on education policy, identify and disseminate best practices, and monitor progress toward…

$472Kprogram expense
03

Migration, Remittances and Development

The inter-american dialogue's migration, remittances and development program seeks to leverage migration and remittances for development. We focus on policies governing the flow of remittances, private sector financial and remittance services, and financial access for migrants and remittance recipient families.

$445Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 8 funders →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$3.7M
Ln 12
Gifts and grantsLn 1h$2.6M
Fees for servicesLn 2g$641K
Investment incomeLn 3$384K
Money outPt IX
$3.9M
Ln 25
Programscol B$3.3M
Managementcol C$611K
Owns and owesPt X
$7.5M
net assets · Ln 32
Cash and savingsLn 1–2$1.2M
Total assetsLn 16$9.2M
LiabilitiesLn 26$1.7M
PeoplePt VI, VII
21
listed · VII A
PaidVII A7
Voting boardVI 1a14
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.6M
Government grantsLn 1e$99K
Fundraising eventsLn 1c$130K
Fees for servicesLn 2g$641K
Investment incomeLn 3$384K
Other incomeLn 4–11$42K
Gains on assetsLn 7$265K
Total revenueLn 12$3.7M
Assets in detailPt X, end of year
CashLn 1$460K
SavingsLn 2$774K
Cash and savings togetherLn 1–2$1.2M
InvestmentsLn 11–13$7.0M
Land, buildings, equipmentLn 10c$565K
Other assetsLn 15$32K
Total assetsLn 16$9.2M
LiabilitiesLn 26$1.7M
Net assetsLn 32$7.5M
OperationsPt I, VI
EmployeesI 536
VolunteersI 615
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$1.4M$1.2M
InvestmentsLn 11–13$6.2M$7.0M
Land, buildings, equipmentLn 10c$656K$565K
Total assetsLn 16$8.8M$9.2M
LiabilitiesLn 26$1.6M$1.7M
Net assetsLn 32$7.1M$7.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$497K$269K$228K
Other salaries and wagesLn 7$1.5M$1.4M$71K
Pension plan contributionsLn 8$66K$64K$2K
Other employee benefitsLn 9$230K$213K$16K
Payroll taxesLn 10$152K$131K$20K
Legal feesLn 11b$13K$11K$1K
Accounting feesLn 11c$42K$42K
Investment management feesLn 11f$58K$58K
Other fees for servicesLn 11g$281K$269K$12K
Office expensesLn 13$116K$100K$16K
Information technologyLn 14$144K$123K$21K
OccupancyLn 16$457K$386K$72K
TravelLn 17$76K$76K$96
Conferences, conventions and meetingsLn 19$138K$137K$942
InterestLn 20$2K$1K$972
Depreciation, depletion and amortizationLn 22$91K$77K$14K
InsuranceLn 23$20K$20K
Other expenses (24a–d)Ln 24$15K$15K
Total functional expensesLn 25$3.9M$3.3M$611K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $3.8M$4.4M−$653K$5.9M 990 PDF
FY2023 $3.9M$4.1M−$206K$6.1M 990 PDF
FY2022 $3.3M$4.1M−$812K$5.8M 990 PDF
FY2021 $4.2M$4.0M$221K$7.7M 990 PDF
FY2020 Viewing $3.7M$3.9M−$194K$7.5M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $3,671,933 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $3,550,886$2,605,250
I-9 Program service revenuePrior year $663,880$640,939
I-10 Investment incomePrior year $152,294$384,015
I-11 Other revenuePrior year $17,568$41,729
I-12 Total revenuePrior year $4,384,628$3,671,933
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $2,399,263$2,412,078
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $2,046,340$1,454,184
I-18 Total expensesPrior year $4,445,603$3,866,262
I-19 Revenue less expensesPrior year −$60,975−$194,329
Part VI · Governance 14 of 14 board members independent, no flags
VI-1a Voting members of the governing body14
VI-1b Independent voting members14
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $3,671,933 across 13 lines filed
VIII-1b Membership dues$315,000
VIII-1c Fundraising events$130,000
VIII-1e Government grants$99,287
VIII-1f All other contributions, gifts and grants$2,060,963
VIII-1h Total contributions, gifts and grants$2,605,250
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $640,939$640,939
VIII-3 Investment incomeExcluded from tax $119,509$119,509
VIII-5 RoyaltiesExcluded from tax $47$47
VIII-6 Net rental income or lossExcluded from tax $73,030$73,030
VIII-7 Net gain or loss on sales of assetsExcluded from tax $264,506$264,506
VIII-8 Net income from fundraising eventsExcluded from tax −$57,762−$57,762
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $26,414$26,414
VIII-12 Total revenueRelated to mission $640,939 · Unrelated business $0 · Excluded from tax $425,744$3,671,933
Part IX · Statement of functional expenses $3,866,262 across 18 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $269,349 · Management $227,809$497,158
IX-7 Other salaries and wagesPrograms $1,396,567 · Management $71,218$1,467,785
IX-8 Pension plan contributionsPrograms $63,771 · Management $1,937$65,708
IX-9 Other employee benefitsPrograms $213,448 · Management $16,183$229,631
IX-10 Payroll taxesPrograms $131,367 · Management $20,429$151,796
IX-11b Legal feesPrograms $11,407 · Management $1,125$12,532
IX-11c Accounting feesManagement $41,860$41,860
IX-11f Investment management feesManagement $58,455$58,455
IX-11g Other fees for servicesPrograms $269,145 · Management $11,948$281,093
IX-13 Office expensesPrograms $100,312 · Management $15,862$116,174
IX-14 Information technologyPrograms $123,118 · Management $20,983$144,101
IX-16 OccupancyPrograms $385,548 · Management $71,568$457,116
IX-17 TravelPrograms $76,313 · Management $96$76,409
IX-19 Conferences, conventions and meetingsPrograms $136,845 · Management $942$137,787
IX-20 InterestPrograms $1,048 · Management $972$2,020
IX-22 Depreciation, depletion and amortizationPrograms $76,959 · Management $14,286$91,245
IX-23 InsuranceManagement $20,464$20,464
IX-24 Other expenses (24a–d)Management $14,928$14,928
IX-25 Total functional expensesPrograms $3,255,197 · Management $611,065 · Fundraising $0$3,866,262
Part X · Balance sheet $9,192,292 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $592,390$459,779
X-2 Savings and temporary cash investmentsStart of year $772,170$774,476
X-3 Pledges and grants receivableStart of year $179,542$54,542
X-4 Accounts receivableStart of year $319,056$320,254
X-9 Prepaid expenses and deferred chargesStart of year $27,653$35,553
X-10c Land, buildings and equipment, netStart of year $655,849$564,604
X-11 Publicly traded securitiesStart of year $6,163,373$6,951,139
X-15 Other assetsStart of year $63,823$31,945
X-16 Total assetsStart of year $8,773,856$9,192,292
X-17 Accounts payable and accrued expensesStart of year $164,660$148,398
X-19 Deferred revenueStart of year $213,920$252,552
X-24 Unsecured notes and loans payable$137,320
X-25 Other liabilitiesStart of year $1,252,435$1,196,017
X-26 Total liabilitiesStart of year $1,631,015$1,734,287
X-27 Net assets without donor restrictionsStart of year $4,344,915$4,280,716
X-28 Net assets with donor restrictionsStart of year $2,797,926$3,177,289
X-32 Total net assets or fund balancesStart of year $7,142,841$7,458,005
X-33 Total liabilities and net assetsStart of year $8,773,856$9,192,292
Part XI · Reconciliation of net assets $7,458,005 net assets at year end
XI-1 Total revenue$3,671,933
XI-2 Total expenses$3,866,262
XI-3 Revenue less expenses−$194,329
XI-4 Net assets at start of year$7,142,841
XI-5 Net unrealized gains (losses) on investments$509,493
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$7,458,005

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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