See part III, line 1.

501(c)(3) charity; gifts are tax-deductible.
83¢ of each $1 spent went to programs.
$756K 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

FY2023 · 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
$756K
to officers and key staff · 18% of spending
Fine: pay to officers and key staff is 18% of spending; 15% to 20%.
Pt VII · Sec A
3 mo
of spending, in cash
Plus $5.6M in investments, Pt X · Ln 11–13
Looks good: 3.1 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
$3.8M
38% of total assets
Looks good: liabilities are 38% 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
$3.9M
+17% vs prior year
Spent
$4.1M
To programs
83%
Net assets
$6.1M
By yearFY2020–FY2024
Revenue
$3.9M
FY2023▲ +17%
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
FY2023▼ -1%
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
$6.1M
FY2023▲ +6%
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 FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 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 16% · $661K Fundraising 0% · $17K

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

18 people listed on the 990; $756K paid to officers and key staff.

Part VII, Section A · reportable compensation
President & CEO
$327,601Pt VII · Sec A
Program Director
$165,651Pt VII · Sec A
Program Director
$149,581Pt VII · Sec A
Program Director
$112,970Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$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.

Questions for Inter-American Dialogue

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Provided by the organization

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3 programs · $2.0M · in their own filed words · FY2023
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.

$828Kprogram 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 development policies affect migratory flows.

$626Kprogram expense
03

U.s. Policy

The dialogue's work (on U.S. Policy) includes a range of projects and events that focus on U.S. Policy toward latin america and the caribbean generally, and towards specific countries and issues.

$559Kprogram 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 FY2023 990, line by line.

1The main four
Money inPt VIII
$3.9M
Ln 12
Gifts and grantsLn 1h$3.3M
Fees for servicesLn 2g$508K
Investment incomeLn 3$193K
Money outPt IX
$4.1M
Ln 25
Programscol B$3.4M
Managementcol C$661K
Fundraisingcol D$17K
Owns and owesPt X
$6.1M
net assets · Ln 32
Cash and savingsLn 1–2$1.1M
Total assetsLn 16$10.0M
LiabilitiesLn 26$3.8M
PeoplePt VI, VII
18
listed · VII A
PaidVII A4
Voting boardVI 1a14
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$3.3M
Government grantsLn 1e$245K
Noncash giftsLn 1g$106K
Fundraising eventsLn 1c$213K
Fees for servicesLn 2g$508K
Investment incomeLn 3$193K
Gains on assetsLn 7$64K
Total revenueLn 12$3.9M
Assets in detailPt X, end of year
CashLn 1$448K
SavingsLn 2$615K
Cash and savings togetherLn 1–2$1.1M
InvestmentsLn 11–13$5.6M
Land, buildings, equipmentLn 10c$43K
Other assetsLn 15$2.8M
Total assetsLn 16$10.0M
LiabilitiesLn 26$3.8M
Net assetsLn 32$6.1M
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 FY23End FY23
Cash and savingsLn 1–2$533K$1.1M
InvestmentsLn 11–13$6.3M$5.6M
Land, buildings, equipmentLn 10c$54K$43K
Total assetsLn 16$10.6M$10.0M
LiabilitiesLn 26$4.8M$3.8M
Net assetsLn 32$5.8M$6.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$355K$266K$89K
Other salaries and wagesLn 7$1.1M$1.0M$97K
Pension plan contributionsLn 8$40K$35K$5K
Other employee benefitsLn 9$184K$165K$19K
Payroll taxesLn 10$112K$98K$14K
Legal feesLn 11b$15K$11K$5K
Accounting feesLn 11c$182K$128K$55K
Investment management feesLn 11f$61K$61K
Other fees for servicesLn 11g$627K$433K$193K
Office expensesLn 13$59K$50K$8K$832
Information technologyLn 14$243K$228K$12K$3K
OccupancyLn 16$559K$491K$54K$14K
TravelLn 17$213K$213K$254
Conferences, conventions and meetingsLn 19$246K$245K$433
InterestLn 20$1K$217$927
Depreciation, depletion and amortizationLn 22$11K$11K
InsuranceLn 23$23K$23K
Other expenses (24a–d)Ln 24$21K$7K$14K
Total functional expensesLn 25$4.1M$3.4M$661K$17K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $3.8M$4.4M−$653K$5.9M 990 PDF
FY2023 Viewing $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 $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 M · Noncash J · Pay O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $3,888,499 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,765,105$3,331,961
I-9 Program service revenuePrior year $591,994$507,853
I-10 Investment incomePrior year $146,790$192,730
I-11 Other revenuePrior year −$172,086−$144,045
I-12 Total revenuePrior year $3,331,803$3,888,499
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 $2,180,689$1,832,747
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,962,668$2,261,275
I-18 Total expensesPrior year $4,143,357$4,094,022
I-19 Revenue less expensesPrior year −$811,554−$205,523
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 $3,888,499 across 13 lines filed
VIII-1b Membership dues$130,000
VIII-1c Fundraising events$212,556
VIII-1e Government grants$244,868
VIII-1f All other contributions, gifts and grants$2,744,537
VIII-1g Noncash contributions (included above)$105,529
VIII-1h Total contributions, gifts and grants$3,331,961
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $507,853$507,853
VIII-3 Investment incomeExcluded from tax $128,232$128,232
VIII-5 RoyaltiesExcluded from tax $43$43
VIII-7 Net gain or loss on sales of assetsExcluded from tax $64,498$64,498
VIII-8 Net income from fundraising eventsExcluded from tax −$144,753−$144,753
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $665$665
VIII-12 Total revenueRelated to mission $507,853 · Unrelated business $0 · Excluded from tax $48,685$3,888,499
Part IX · Statement of functional expenses $4,094,022 across 18 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $266,252 · Management $88,751$355,003
IX-7 Other salaries and wagesPrograms $1,044,950 · Management $97,450$1,142,400
IX-8 Pension plan contributionsPrograms $34,954 · Management $4,857$39,811
IX-9 Other employee benefitsPrograms $164,658 · Management $18,886$183,544
IX-10 Payroll taxesPrograms $98,326 · Management $13,663$111,989
IX-11b Legal feesPrograms $10,696 · Management $4,571$15,267
IX-11c Accounting feesPrograms $127,572 · Management $54,519$182,091
IX-11f Investment management feesManagement $61,278$61,278
IX-11g Other fees for servicesPrograms $433,270 · Management $193,302$626,572
IX-13 Office expensesPrograms $50,031 · Management $8,085 · Fundraising $832$58,948
IX-14 Information technologyPrograms $228,165 · Management $11,568 · Fundraising $2,901$242,634
IX-16 OccupancyPrograms $491,459 · Management $54,042 · Fundraising $13,554$559,055
IX-17 TravelPrograms $212,581 · Management $254$212,835
IX-19 Conferences, conventions and meetingsPrograms $245,318 · Management $433$245,751
IX-20 InterestPrograms $217 · Management $927$1,144
IX-22 Depreciation, depletion and amortizationManagement $11,336$11,336
IX-23 InsuranceManagement $23,407$23,407
IX-24 Other expenses (24a–d)Programs $7,268 · Management $13,689$20,957
IX-25 Total functional expensesPrograms $3,415,717 · Management $661,018 · Fundraising $17,287$4,094,022
Part X · Balance sheet $9,967,352 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $340,102$447,943
X-2 Savings and temporary cash investmentsStart of year $192,509$615,285
X-3 Pledges and grants receivableStart of year $0$368,240
X-4 Accounts receivableStart of year $411,329$25,000
X-9 Prepaid expenses and deferred chargesStart of year $42,893$21,790
X-10c Land, buildings and equipment, netStart of year $54,187$42,851
X-11 Publicly traded securitiesStart of year $6,264,817$5,637,672
X-15 Other assetsStart of year $3,248,177$2,808,571
X-16 Total assetsStart of year $10,554,014$9,967,352
X-17 Accounts payable and accrued expensesStart of year $262,345$197,052
X-19 Deferred revenueStart of year $618,423$235,240
X-24 Unsecured notes and loans payableStart of year $17,720$13,874
X-25 Other liabilitiesStart of year $3,878,603$3,387,859
X-26 Total liabilitiesStart of year $4,777,091$3,834,025
X-27 Net assets without donor restrictionsStart of year $2,986,884$2,876,358
X-28 Net assets with donor restrictionsStart of year $2,790,039$3,256,969
X-32 Total net assets or fund balancesStart of year $5,776,923$6,133,327
X-33 Total liabilities and net assetsStart of year $10,554,014$9,967,352
Part XI · Reconciliation of net assets $6,133,327 net assets at year end
XI-1 Total revenue$3,888,499
XI-2 Total expenses$4,094,022
XI-3 Revenue less expenses−$205,523
XI-4 Net assets at start of year$5,776,923
XI-5 Net unrealized gains (losses) on investments$561,927
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$6,133,327

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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