See part III, line 1.

501(c)(3) charity; gifts are tax-deductible.
83¢ of each $1 spent went to programs.
$1.2M 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

FY2022 · 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
83%
of spending
Looks good: 83% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.2M
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
2 mo
of spending, in cash
Plus $6.3M in investments, Pt X · Ln 11–13
Fine: 1.5 months of spending in cash; 1 to 3.
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
$4.8M
45% of total assets
Looks good: liabilities are 45% 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
$3.3M
-20% vs prior year
Spent
$4.1M
To programs
83%
Net assets
$5.8M
By yearFY2020–FY2024
Revenue
$3.3M
FY2022▼ -20%
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
$4.1M
FY2022▲ +5%
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
$5.8M
FY2022▼ -25%
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 FY2022 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 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

83 cents of each dollar spent went to programs.

Program services 83% · $3.4M Management & general 17% · $696K Fundraising 0% · $16K

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

22 people listed on the 990; $1.2M paid to officers and key staff.

Part VII, Section A · reportable compensation
President & CEO (from 4/2022)
$230,133Pt VII · Sec A
Program Director
$159,075Pt VII · Sec A
President (until 4/2022)
$155,804Pt VII · Sec A
Program Director
$143,956Pt VII · Sec A
Dir. of Finance (until 11/2022)
$124,810Pt VII · Sec A
Program Director
$122,381Pt VII · Sec A
Program Director
$113,767Pt VII · Sec A
Program Director
$103,410Pt 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 · $1.8M · in their own filed words · FY2022
01

Education

The dialogue seeks to improve the quality of education in latin america by building on its convening power and the strong regional network of experts and leaders to advance evidence-informed education policies in latin america.

$728Kprogram expense
02

Remittances and Development

The dialogue studies remittance trends, financial access, and remittance transaction costs in migrant host and home countries in the western hemisphere and worldwide. Research and meetings also focus on how developmentpolicies affect migratory flows.

$660Kprogram expense
03

Rule of Law

The program was established in 2015 to honor peter d. Bell, a founding cochair of the dialogue's board of directors, with support of the ford foundation. The program aims to promote policy discussions around human rights, democratic institutions, government accountability, civil society engagement, and hemispheric cooperation.

$390Kprogram 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 FY2022 990, line by line.

1The main four
Money inPt VIII
$3.3M
Ln 12
Gifts and grantsLn 1h$2.8M
Fees for servicesLn 2g$592K
Investment incomeLn 3$147K
Money outPt IX
$4.1M
Ln 25
Programscol B$3.4M
Managementcol C$696K
Fundraisingcol D$16K
Owns and owesPt X
$5.8M
net assets · Ln 32
Cash and savingsLn 1–2$533K
Total assetsLn 16$10.6M
LiabilitiesLn 26$4.8M
PeoplePt VI, VII
22
listed · VII A
PaidVII A8
Voting boardVI 1a14
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.8M
Government grantsLn 1e$702K
Fundraising eventsLn 1c$213K
Fees for servicesLn 2g$592K
Investment incomeLn 3$147K
Gains on assetsLn 7$43K
Total revenueLn 12$3.3M
Assets in detailPt X, end of year
CashLn 1$340K
SavingsLn 2$193K
Cash and savings togetherLn 1–2$533K
InvestmentsLn 11–13$6.3M
Land, buildings, equipmentLn 10c$54K
Other assetsLn 15$3.2M
Total assetsLn 16$10.6M
LiabilitiesLn 26$4.8M
Net assetsLn 32$5.8M
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 FY22End FY22
Cash and savingsLn 1–2$734K$533K
InvestmentsLn 11–13$7.8M$6.3M
Land, buildings, equipmentLn 10c$484K$54K
Total assetsLn 16$9.3M$10.6M
LiabilitiesLn 26$1.6M$4.8M
Net assetsLn 32$7.7M$5.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$563K$310K$253K
Other salaries and wagesLn 7$1.2M$1.1M$73K
Pension plan contributionsLn 8$52K$47K$5K
Other employee benefitsLn 9$223K$199K$24K
Payroll taxesLn 10$156K$127K$29K
Legal feesLn 11b$11K$9K$2K
Accounting feesLn 11c$41K$33K$8K
Investment management feesLn 11f$66K$66K
Other fees for servicesLn 11g$529K$453K$76K
Office expensesLn 13$107K$87K$19K$825
Information technologyLn 14$138K$113K$22K$3K
OccupancyLn 16$513K$421K$81K$12K
TravelLn 17$387K$387K$163
Conferences, conventions and meetingsLn 19$133K$132K$805
Depreciation, depletion and amortizationLn 22$7K$7K
InsuranceLn 23$23K$23K
Other expenses (24a–d)Ln 24$7K$468$7K
Total functional expensesLn 25$4.1M$3.4M$696K$16K

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 Viewing $3.3M$4.1M−$812K$5.8M 990 PDF
FY2021 $4.2M$4.0M$221K$7.7M 990 PDF
FY2020 $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 FY2022 990 (6 parts)
Part I · Summary $3,331,803 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,982,845$2,765,105
I-9 Program service revenuePrior year $638,356$591,994
I-10 Investment incomePrior year $800,953$146,790
I-11 Other revenuePrior year −$247,265−$172,086
I-12 Total revenuePrior year $4,174,889$3,331,803
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 $2,249,135$2,180,689
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,704,425$1,962,668
I-18 Total expensesPrior year $3,953,560$4,143,357
I-19 Revenue less expensesPrior year $221,329−$811,554
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 $3,331,803 across 12 lines filed
VIII-1b Membership dues$255,000
VIII-1c Fundraising events$212,556
VIII-1e Government grants$701,544
VIII-1f All other contributions, gifts and grants$1,596,005
VIII-1h Total contributions, gifts and grants$2,765,105
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $591,994$591,994
VIII-3 Investment incomeExcluded from tax $103,945$103,945
VIII-5 RoyaltiesExcluded from tax $47$47
VIII-7 Net gain or loss on sales of assetsExcluded from tax $42,845$42,845
VIII-8 Net income from fundraising eventsExcluded from tax −$205,677−$205,677
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $33,544$33,544
VIII-12 Total revenueRelated to mission $591,994 · Unrelated business $0 · Excluded from tax −$25,296$3,331,803
Part IX · Statement of functional expenses $4,143,357 across 17 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $310,171 · Management $253,026$563,197
IX-7 Other salaries and wagesPrograms $1,113,889 · Management $73,393$1,187,282
IX-8 Pension plan contributionsPrograms $47,281 · Management $4,611$51,892
IX-9 Other employee benefitsPrograms $198,765 · Management $23,990$222,755
IX-10 Payroll taxesPrograms $126,870 · Management $28,693$155,563
IX-11b Legal feesPrograms $8,672 · Management $2,022$10,694
IX-11c Accounting feesPrograms $33,389 · Management $7,786$41,175
IX-11f Investment management feesManagement $66,415$66,415
IX-11g Other fees for servicesPrograms $452,897 · Management $76,243$529,140
IX-13 Office expensesPrograms $86,997 · Management $18,779 · Fundraising $825$106,601
IX-14 Information technologyPrograms $113,070 · Management $21,729 · Fundraising $3,197$137,996
IX-16 OccupancyPrograms $420,714 · Management $80,849 · Fundraising $11,900$513,463
IX-17 TravelPrograms $386,715 · Management $163$386,878
IX-19 Conferences, conventions and meetingsPrograms $131,866 · Management $805$132,671
IX-22 Depreciation, depletion and amortizationManagement $6,923$6,923
IX-23 InsuranceManagement $23,236$23,236
IX-24 Other expenses (24a–d)Programs $468 · Management $7,008$7,476
IX-25 Total functional expensesPrograms $3,431,764 · Management $695,671 · Fundraising $15,922$4,143,357
Part X · Balance sheet $10,554,014 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $148,197$340,102
X-2 Savings and temporary cash investmentsStart of year $585,604$192,509
X-4 Accounts receivableStart of year $207,000$411,329
X-9 Prepaid expenses and deferred chargesStart of year $34,731$42,893
X-10c Land, buildings and equipment, netStart of year $483,771$54,187
X-11 Publicly traded securitiesStart of year $7,834,785$6,264,817
X-15 Other assetsStart of year $31,945$3,248,177
X-16 Total assetsStart of year $9,326,033$10,554,014
X-17 Accounts payable and accrued expensesStart of year $119,822$262,345
X-19 Deferred revenueStart of year $283,622$618,423
X-24 Unsecured notes and loans payableStart of year $57,720$17,720
X-25 Other liabilitiesStart of year $1,126,820$3,878,603
X-26 Total liabilitiesStart of year $1,587,984$4,777,091
X-27 Net assets without donor restrictionsStart of year $4,610,033$2,846,603
X-28 Net assets with donor restrictionsStart of year $3,128,016$2,930,320
X-32 Total net assets or fund balancesStart of year $7,738,049$5,776,923
X-33 Total liabilities and net assetsStart of year $9,326,033$10,554,014
Part XI · Reconciliation of net assets $5,776,923 net assets at year end
XI-1 Total revenue$3,331,803
XI-2 Total expenses$4,143,357
XI-3 Revenue less expenses−$811,554
XI-4 Net assets at start of year$7,738,049
XI-5 Net unrealized gains (losses) on investments−$1,149,572
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$5,776,923

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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