2024-11-15T11:14:05-06:00 2023-12-31 611521377 Dominion Financial Consultants LLC 1818 Library Street Suite 500 Reston VA 20190 990 2023-01-01 272962557 Assoc of Institutional Investors c/o Bostrom Corp ASSO 6177481748 1120 20th Street NW Suite 750 Washington DC 20036 John Gidman President 6177481748 2024-11-15 1 1 Christine R Mistr CPA JD P01366505 2025525992 2024-11-13 X 2023 2024-10-15 13:58:12Z John Gidman 1120 20th Street NW Suite 750 Washington DC 20036 0 0 X association.institutionalinvestors.org X 2010 DC To advance the mutual interests of the association's members and their clients. 14 14 0 0 0 0 0 0 237000 0 0 0 0 0 237000 0 0 0 0 0 0 0 0 0 0 187046 311191 187046 311191 49954 -311191 834778 298782 268268 43463 566510 255319 The organization has been established to bring together representatives from some of the oldest and largest investment advisors to advance the mutual interest of the organization's members and their clients. 0 0 The association provided thoughtful leadership to policy makers on financial markets systemic risks relating to asset management products and activities. The association advanced efforts to strengthen investor protections relating to the non-agency residential mortgage markets. The association worked to improve the efficiency of various market practices. 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X Dominion Financial Consultants LLC 2025525992 1818 Library Street Suite 500 Reston VA 20190 X John R Gidman President 3.00 X X 0 0 0 Eric Ward Treasurer 3.00 X X 0 0 0 Angela Giles Chair 3.00 X 0 0 0 Dmitri Rabin Vice Chair 3.00 X X 0 0 0 Tiffany Potesta Director 1.00 X 0 0 0 Stacy Allen Director 1.00 X 0 0 0 Robb Mansi Director 1.00 X 0 0 0 Joe Gross Director 1.00 X 0 0 0 Oliver Close Director 1.00 X 0 0 0 Mark Glassman Director 1.00 X 0 0 0 Des Gallacher Director 1.00 X 0 0 0 Kate Murtagh Director 1.00 X 0 0 0 Steven Psaledakis Director 1.00 X 0 0 0 Jens Peers Director 1.00 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 49189 49189 540 540 6744 6744 346 346 21087 21087 PY Dues Write-Off 232000 232000 Fees & Licenses 1285 1285 311191 49189 262002 0 364860 296782 469000 918 2000 834778 298782 31268 43463 237000 0 268268 43463 X 566510 255319 566510 255319 834778 298782 -311191 0 X 0 0 0 0 0 1 1798 1798 0 Form 990, Part VI, Section A, line 6 The organization has two classes of voting members, Charter Members and Full Members. Form 990, Part VI, Section A, line 7a Candidates for directorships may be nominated by the Nominating Committee,or by any Full Member. Form 990, Part VI, Section B, line 11b The tax return is reviewed and approved by the board of directors prior to filing. Form 990, Part VI, Section B, line 12c The organization conducts periodic reviews to determine whether partnerships, joint ventures and arrangements with management organization conform to the organization's written policies, are properly recorded and reflect reasonable investment or payments for goods and services, for the exempt purposes within the meaning of Section 501(C)(6) of the code and do not result in inurement or impermissible private benefit. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon written request. Form 990, Part VII Contact Addresses for Officers, Directors, Etc John R Gidman - 1120 20th Street NW, Suite 750, Washington, DC 20036.