2024-09-10T12:54:58-07:00 2023-12-31 330783983 West Rhode & Roberts 2741 4th Ave San Diego CA 92103 990 2023-01-01 953671557 INSTITUTE OF THE AMERICAS INST 8584535560 10111 NORTH TORREY PINES ROAD LA JOLLA CA 92037 RICHARD KIY President 2024-09-10 true true Christopher M Roberts P00235008 6196155380 2023 2024-08-08 14:25:15Z 10111 NORTH TORREY PINES ROAD LA JOLLA CA 92037 4784551 false X WWW.IAMERICAS.ORG X 1981 CA To improve the economic and social well-being of the people of the Americas 21 21 8 32 0 1117808 1090010 15050 32975 215327 840259 133199 230163 1481384 2193407 10408 15000 0 1106811 1017846 0 66939 854107 1016888 1971326 2049734 -489942 143673 13955436 14565172 119769 133704 13835667 14431468 To be a catalyst for promoting economic development and integration, emphasizing the role of the private sector, as a means to improve the economic and social well-being of the people of the Americas. false false 733391 Environment & Climate Change (EC2) Program: IOAs EC2 program strives to catalyze climate leadership amongst the private sector and local/regional governments in the Americas to promote sustainable growth, tackle climate change and minimize environmental impacts in the region with the goal of protecting its rich marine and land-based natural capital. In 2023, IOAs EC2 program in collaboration with its Energy program partnered with CAF-the Latin American Development Bank to host a two-day e-mobility and sustainable transportation site to San Diego for subnational leaders from Latin America. IOA began work in support of the U.S. State Departments signature subnational initiative, Cities Forward dedicated to assisting cities in Latin America and the Caribbean in creating more sustainable, inclusive and resilient futures. On a more regional level, IOA coordinated the Loreto 2050 sustainability initiative in Baja California Sur, Mexico in partnership with Eco Alianza de Loreto. IOA also launched its Un Dia Por Los Mares event in Mexico City to promote marine protected areas in the Eastern Tropical Pacific. Additionally, IOA actively participated in a variety of international climate change and environmental forums, such as the Our Oceans Conference, the Cities Summit of the Americas, the UN Latin America Climate Week, and the International Bar Association annual congress. The FIL-Guadalajara, the largest book fair in the Americas, is now featuring for the second year in a row four science and science diplomacy panels developed and curated by IOAs Gulf of California Marine Program (GCMP)s dataMares. 561226 15000 32975 Energy & Sustainability Program: With the climate imperative and increased importance of energy security, the Energy & Sustainability Program continues to serve as a crucial platform for thought-leadership. At the core of our mission, we seek to foster a deeper understanding of the Western Hemispheres most critical energy and sustainability issues. In 2023, we convened our 4th annual Madrid Energy Conference; organized a Brazil Energy Roundtable in Rio de Janeiro, and held the 32nd annual La Jolla Energy Conference in October 2023. IOA also continued to host myriad webinars and virtual discussions including periodic meetings and briefings with our Steering Committee and Non-Resident fellows. We initiated research on decarbonization in Latin America and continued to support our annual energy literacy effort: the Energy Ambassadors Program for Baja California civic leaders. 236754 Economic Competitiveness Program: Given changing geo-politics and the growing demand for localization of supply chains, the Institute is working to undertake research and promote dialogue to promote expanded opportunities for nearshoring in the Americas with an emphasis in North America. In 2023, IOA continued to support its North American Forum as the U.S.-Co-Coordinator with UC San Diegos School for Global Policy & Strategy and undertook research leading to the publication of two studies on nearshoring with a sub-national focus as a member of the North American Competitiveness Working Group. 1531371 true true false false false false false false false true true false false true true true true false false false true true false false false false false false false true false false false false false false false false false false false false false false false false false true 20 0 true 8 true false false false false false false false 0 false false false false false false false X 21 21 false false false false false false false true true false false true true true true true true true true false CA X JOHNSTON ACCOUNTANCY 6194158600 8911 LA MESA SUITE 107 A LA MESA CA 91942 RICHARD KIY President & CEO 40.00 0.00 X X 236920 0 64910 JEREMY MARTIN VP Energy/Sustain. 40.00 0.00 118965 0 45022 SHERRY WHITE VP/FMR SEC 40.00 0.00 X X 109703 0 46849 JORGE ROSENBLUT Chairman 5.00 0.00 X X 0 0 0 JOSE FIMBRES MENDOZA VICE CHAIR 1.00 0.00 X X 0 0 0 TAD PARZEN Secretary 1.00 0.00 X X 0 0 0 JUAN MARTIN BULGHERONI VICE CHAIR 1.00 0.00 X X 0 0 0 JAVADE CHAUDHRI VICE CHAIR 1.00 0.00 X X 0 0 0 SANTIAGO SOLDATI BOARD MEMBER 1.00 0.00 X 0 0 0 NELSON W CUNNINGHAM BOARD MEMBER 1.00 0.00 X 0 0 0 ROLANDO GONZALEZ-BUNSTER BOARD MEMBER 1.00 0.00 X 0 0 0 RICHARD C HOJEL Board Member 1.00 0.00 X 0 0 0 MARIA SENDRA BOARD MEMBER 1.00 0.00 X 0 0 0 NELLY MOLINA BOARD MEMBER 1.00 0.00 X 0 0 0 SIOBHAN MACDERMOTT BOARD MEMBER 1.00 0.00 X 0 0 0 THOMAS A SHANNON BOARD MEMBER 1.00 0.00 X 0 0 0 JOSE LUIS MANZANO BOARD MEMBER 1.00 0.00 X 0 0 0 PRADEEP KHOSLA Board member 1.00 0.00 X 0 0 0 ALBERTO VOLLMER BOARD MEMBER 1.00 0.00 X 0 0 0 CLAY NEFF BOARD MEMBER 1.00 0.00 X 0 0 0 MARY WALSHOK Board Member 1.00 0.00 X 0 0 0 DAVID WEAVER Board Member 1.00 0.00 X 0 0 0 CHARLES J WORTMAN BOARD MEMBER 1.00 0.00 X 0 0 0 CAROLINE FREUND BOARD MEMBER 1.00 0.00 X 0 0 0 THEODORE E GILDRED III BOARD MEMBER 1.00 0.00 X 0 0 0 MANUEL ESTRELLA BOARD MEMBER 1.00 0.00 X 0 0 0 MALIN BURNHAM Board member 1.00 0.00 X 0 0 0 ALEXANDRA VALDERRAMA Board member 1.00 0.00 X 0 0 0 465588 156781 3 false true false 0 212030 28000 849980 1090010 ENERGY/SUSTAINABILITY 611710 32975 32975 32975 236166 236166 0 0 261529 31366 230163 230163 230163 3163871 2559778 604093 604093 604093 0 0 0 0 2193407 32975 1070422 0 0 15000 15000 0 458382 325859 92169 40354 0 478245 358857 119388 21386 21386 40 40 59793 43228 13538 3027 0 0 35468 35468 0 0 4138 157 3981 0 1704 1704 19395 3739 15532 124 0 0 0 157341 137796 2188 17357 0 192152 190319 1433 400 120 120 0 78542 54980 23562 24530 24530 CONTRACT SERVICES 355280 299384 55896 MISC EXPENSE 84851 65850 15887 3114 DUES & SUBSCRIPTIONS 24899 14018 10445 436 COMMUNICATIONS 23468 20480 901 2087 15000 15000 2049734 1531371 451424 66939 71339 55644 456310 239014 0 53786 33027 0 0 0 0 2361 9201 3048578 1467678 1656509 1580900 10634882 11624566 0 0 0 1080249 1022820 13955436 14565172 100127 117886 4640 4640 15002 11178 119769 133704 X 5137326 5285408 8698341 9146060 13835667 14431468 13955436 14565172 143673 452128 X false true X true false X 5792531 792499 963719 1117808 1090010 9756567 0 0 5792531 792499 963719 1117808 1090010 9756567 5397834 4358733 396485 408245 223714 215327 238166 1481937 0 0 11238504 0.38780 0.37230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10665115 1292387 544657 11412845 12386045 -1298930 422000 10665115 11666863 1744182 1025000 12386045 11067193 1204670 605000 11666863 5743029 1006663 670000 19360 6060332 0.41430 0.58570 false false false 2464105 1022603 1441502 210912 158719 52193 152082 95645 56437 221479 190711 30768 1580900 Right of use assets 1022820 1022820 LEASE LIABILITY 11178 11178 X 2676901 452128 31366 483494 2193407 2193407 2081100 31366 31366 2049734 2049734 Part V, Line 4: Intended uses of the endowment fund. THE ENDOWMENT HAS THREE PRINCIPAL PURPOSES:1. SUPPORT OF OPERATIONS: WHEN NECESSARY, TO ASSURE GREATER STABILITY AND CONTINUITY OF OPERATIONS FROM YEAR TO YEAR THAN WOULD BE POSSIBLE WHEN OPERATION EXPENSES EXCEED CURRENT REVENUES.2. EQUITY: TO GIVE THE INSTITUTE A PERMANENCE AND SOLIDITY WHICH MAKES IT AN ATTRACTIVE PARTNER FOR COLLABORATION ON A LONG-TERM BASIS WITH DONORS AND OPERATING PARTNERS.3. PUBLIC BENEFIT: TO ENABLE THE INSTITUTE TO CARRY OUT SOME FUNCTIONS AND PROGRAMS IMPORTANT TO ITS MISSION AND LONG-TERM GROWTH WHICH MAY NOT MAKE A PROFIT IN OPERATING TERMS. Part X : FIN48 Footnote THE INSTITUTE IS GENERALLY EXEMPT FROM INCOME TAXES AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND COMPARABLE STATUES OF THE STATE OF CALIFORNIA.ALL TAX-EXEMPT ENTITIES ARE SUBJECT TO REVIEW AND AUDIT BY FEDERAL, STATE, AND OTHER APPLICABLE AGENCIES. SUCH AGENCIES MAY REVIEW THE TAXABILITY OF UNRELATED BUSINESS INCOME, OR THE QUALIFICATION OF THE ORGANIZATION AS A TAX-EXEMPT ENTITY UNDER INTERNAL REVENUE CODE SECTION AND APPLICABLE STATE STATUTES. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 RENTAL EXPENSES $31366 Part XII, Line 2d: Other expenses and losses per audited F/S RENTAL EXPENSES $31366 EUROPE 0 0 PROGRAM SERVICES EVENT EXPENDITURES 37544 SOUTH AMERICA 0 0 PROGRAM SERVICES EVENT EXPENDITURES 19912 57456 57456 NORTH AMERICA GENERAL SUPPORT 15000 WIRE 1 false false false false false false false false false false false false false false false JEREMY MARTIN VP Energy/Sustain. 118965 30000 15022 163987 RICHARD KIY President & CEO 236920 30000 34910 301830 SHERRY WHITE VP/FMR SEC 109703 18000 28849 156552 Form 990, Part VI, Section B, Line 11b UPON REVIEW OF THE 990 BY THE PRESIDENT, A COPY OF THE RETURN IS E-MAILED TO THE CHAIRMAN OF THE BOARD, THE CHAIRMAN OF THE AUDIT COMMITTEE, AND TO THE ENDOWMENT AND FINANCE COMMITTEE FOR REVIEW AND APPROVAL. Form 990, Part VI, Section B, Line 12c THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY FOR BOTH EMPLOYEES AND THE BOARD OF DIRECTORS. ALL NEWLY APPOINTED DIRECTORS ARE GIVEN A COPY OF THE POLICY AND ARE REMINDED IF ANY CONFLICT SHOULD ARISE, THE PRESIDENT AND/OR BOARD SECRETARY ARE TO BE NOTIFIED IMMEDIATELY. Form 990, Part VI, Section B, Line 15a THE SEARCH FIRM RETAINED TO DO THE PRESIDENTIAL SEARCH IN 2019 DID MARKET RESEARCH FOR THE BOARD OF DIRECTORS TO ASSIST THEM IN PREPARING THE COMPENSATION PACKAGE. ALSO, 990 RETURNS OF SIMILAR ORGANIZATIONS WERE LOOKED AT DURING THE PROCESS. Form 990, Part VI, Section C, Line 19 THE 990, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE ON SITE AND ARE AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS ARE POSTED ON THE INSTITUTIONS WEBSITE AND ARE AVAILABLE UPON REQUEST.