2025-08-12T11:38:13-07:00 2024-12-31 330783983 West Rhode & Roberts 2741 4th Ave San Diego CA 92103 990 2024-01-01 953671557 INSTITUTE OF THE AMERICAS INST 8584535560 10111 NORTH TORREY PINES ROAD LA JOLLA CA 92037 RICHARD KIY President 2025-08-12 true true Christopher M Roberts P00235008 6196155380 2024 2025-03-06 01:10:19Z 10111 NORTH TORREY PINES ROAD LA JOLLA CA 92037 2618088 false X WWW.IAMERICAS.ORG X 1981 CA To improve the economic and social well-being of the people of the Americas 21 21 11 24 0 1090010 1067784 32975 23462 840259 517366 230163 107224 2193407 1715836 15000 15000 0 1017846 1011210 0 45776 1016888 843638 2049734 1869848 143673 -154012 14565172 15196983 133704 130147 14431468 15066836 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 671037 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. IOA partnered with ICELI-USA and Resilient Cities Catalyst (RCC) to support the U.S. State Departments subnational initiative, Cities Forward, through the organization of a Western Hemispheric Dialogue on Climate Adaptation and Resilience held in Sao Paulo, Brazil in June 2024 attended by 12 municipalities from Latin America and the Caribbean (LAC). IOA also organized the first Binational Forum on Sustainable Maritime Transport and Ports in La Paz, Baja California Sur, Mexico in February 2024 attended by a multistakeholder group from Mexico, the U.S, other LAC countries and subject matter experts from Brazil and the European Union. In 2024, IOA organized its 2d annual Un Dia Por Los Mares event in Mexico City to promote marine protected areas in Mexico and the broader Eastern Tropical Pacific. To promote expanded science diplomacy in Latin America, IOAs Gulf of California Marine Programs Data Mares initiative also participated in the 6th International Book Fair, FILUNI, hosted by UNAM in Mexico City. 541715 15000 23462 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 2024, we convened our 5th annual Madrid Energy Conference; organized energy roundtable with industry leaders and government in Argentina and Brazil; and held the 33rd annual La Jolla Energy Conference in October 2024. IOA also continued to host myriad webinars and virtual discussions including periodic meetings and briefings with our Steering Committee and Non-Resident fellows. In 2024, IOA completed work on a decarbonization in Latin America that was published and continued to support energy literacy with civic leaders in Mexico through its Energy Ambassadors Program in the states of Baja California and Sonora. 140377 Economic Competitiveness Program: In 2024, the Institute of the Americas (IOA) Economic Competitiveness program advanced key initiatives to strengthen North American economic integration, with a focus on the San Diego-Baja California regions potential in nearshoring. In April, IOA and the Burnham Center released Seizing CaliBajas Nearshoring Opportunity: A Binational Call for Action, presenting strategies to boost U.S.-Mexico trade and supply chain security. This report, which attracted nearly 200 cross-border stakeholders, underscored the potential for increased nearshoring related investment in Baja California that could boost exports to the U.S. but also highlighted the necessary pre-conditions that would be required for this investment to occur. With support from the Burnham Foundation and California GO-Biz, IOA and the Burnham Center also hosted a forum on the generic and biosimilar manufacturing potential for the CaliBaja region where Representative Scott Peters emphasized the region's role in stabilizing essential medicine supplies. IOA, in partnership with UC San Diegos School of Global Policy & Strategy, serves as the U.S. Co-Coordinator for the North American Forum (NAF). In 2024, the NAF convened thought leaders from the U.S., Mexico, and Canada in Ottawa in late November with discussions focused on the future of North American economic integration and the United States-Mexico-Canada Agreement (USMCA) and the implications of recent elections in the U.S. and Mexico. 1353129 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 14 0 true 11 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 243203 0 64912 JEREMY MARTIN VP Energy/Sustain. 40.00 0.00 129396 0 45522 JORGE ROSENBLUT BOARD MEMBER 1.00 0.00 X 0 0 0 JOSE FIMBRES BOARD MEMBER 1.00 0.00 X 0 0 0 TAD SETH PARZEN BOARD MEMBER 1.00 0.00 X 0 0 0 JUAN MARTIN BULGHERONI VICE CHAIR 1.00 0.00 X X 0 0 0 JAVADE CHAUDHRI Chair 1.00 0.00 X X 0 0 0 DANIEL PARFAIT 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 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 ABRAHAM ZAMORA 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 MARY WALSHOK 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 372599 110434 2 false true false 0 212500 181826 673458 1067784 ENERGY/SUSTAINABILITY 611710 23462 23462 23462 283685 283685 0 0 154776 47552 107224 107224 107224 1088381 854700 233681 233681 233681 0 0 0 0 1715836 23462 624590 0 0 15000 15000 0 308115 234680 51502 21933 0 608902 420306 180507 8089 14328 6196 8132 18420 18172 225 23 61445 44547 14698 2200 0 0 31207 31207 0 0 4357 321 4036 0 1125 1125 28324 6584 21740 0 0 0 177164 161983 5602 9579 0 153152 150347 2588 217 983 983 0 73736 51616 22120 25954 49 25905 CONTRACT SERVICES 233545 163827 69718 MISC EXPENSE 62994 45016 17229 749 COMMUNICATIONS 37422 30640 4556 2226 DUES & SUBSCRIPTIONS 13675 2720 10195 760 0 1869848 1353129 470943 45776 55644 36207 239014 708247 0 33027 58170 0 0 0 0 9201 9441 3050632 1528352 1580900 1522280 11624566 11897246 0 0 0 1022820 965392 14565172 15196983 117886 118506 4640 4640 11178 7001 133704 130147 X 5285408 5677176 9146060 9389660 14431468 15066836 14565172 15196983 -154012 789380 X false true X true false X 792499 963719 1117808 1090010 1067784 5031820 0 0 792499 963719 1117808 1090010 1067784 5031820 1062103 3969717 408245 223714 215327 238166 283685 1369137 0 0 6400957 0.62020 0.38780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11412845 1306746 638163 12081428 10665115 1292387 544657 11412845 12386045 -1298930 422000 10665115 11666863 1744182 1025000 12386045 11067193 1204670 605000 11666863 0.42170 0.57830 false false false 2464105 1071886 1392219 224368 169952 54416 140157 90663 49494 222002 195851 26151 1522280 Right of use assets 965392 965392 LEASE LIABILITY 7001 7001 X 2552768 789380 47552 836932 1715836 1715836 1917400 47552 47552 1869848 1869848 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 $47552 Part XII, Line 2d: Other expenses and losses per audited F/S RENTAL EXPENSES $47552 EUROPE 0 0 PROGRAM SERVICES EVENT EXPENDITURES 36545 SOUTH AMERICA 0 0 PROGRAM SERVICES EVENT EXPENDITURES 5798 NORTH AMERICA 0 0 PROGRAM SERVICES EVENT EXPENDITURES 50029 92372 92372 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. 129396 30500 15022 174918 RICHARD KIY President & CEO 243203 30000 34912 308115 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.