2026-03-12T14:36:32-05:00 2025-12-31 822363929 HELFER AND COMPANY LLC 1899 L STREET NW SUITE 550 WASHINGTON DC 20036 990 2025-01-01 521656218 ASSOCIATION OF RETIREES OF THE INTER- AMERICAN DEVELOPMENT BANK ASSO 2026233035 1300 NEW YORK AVE NW 460 WASHINGTON DC 20577 CLAUDIA FRANCO TREASURER 2026233035 2026-03-12 1 ALAN S HELFER P00194206 2028274800 2026-03-12 2025 2025-03-06 01:10:19Z CLAUDIA FRANCO 1300 NEW YORK AVE NW 460 WASHINGTON DC 20577 291930 0 X WWW.AJBID.ORG X 1979 DC TO SPEAK ON BEHALF OF ITS MEMBERS REGARDING THEIR RIGHTS AND INTERESTS BEFORE THE IADB AND OTHER ORGANIZATIONS. 13 13 1 41 0 0 263634 269765 0 0 29514 22165 0 0 293148 291930 0 0 0 0 106948 105857 0 0 0 123228 121944 230176 227801 62972 64129 624253 694492 2184 -450 622069 694942 X TO SPEAK ON BEHALF OF ITS MEMBERS REGARDING THEIR RIGHTS AND INTERESTS BEFORE THE IADB AND OTHER ORGANIZATIONS. TO ORGANIZE SOCIAL, FRATERNAL, EDUCATIONAL, HUMANITARIAN AND OTHER ACTIVITIES THAT FURTHER THE WELLBEING OF ITS MEMBERS. TO PROVIDE FOR ITS MEMBERSHIP A LINK WITH FELLOW MEMBERS THROUGHOUT THE WORLD. 0 0 209433 DURING 2025 THE ASSOCIATION OF RETIREES OF THE INTER-AMERICAN DEVELOPMENT BANK ACCOMPLISHED THE FOLLOWING:- IMPLEMENTED THE UPDATED CHAPTER REGULATIONS, PROMOTING STANDARDIZED OBJECTIVES AND PROCEDURES, CHAPTER-SPONSORED ACTIVITIES AND INFORMATION SHARING. A NEW BOARD WAS ELECTED TO RUN THE NEWLY CREATED MEXICO CHAPTER.- IMPLEMENTED UPDATED COMMUNICATIONS STRATEGY AND SOCIAL MEDIA GUIDELINES; PUBLISHED THE 2024 ANNUAL REPORT AND ALL 12 MONTHLY NEWSLETTERS ON SCHEDULE.- ENGAGED WITH IDB MANAGEMENT ON MEDICAL BENEFITS PROGRAM UPDATES, PARTICIPATED IN INFORMATIONAL WEBINARS AND MEMBER Q&A ACTIVITIES.- ENSURED FULL COMPLIANCE WITH STAFF RETIREMENT PLANS PROVISIONS; REPRESENTED RETIREES IN ALL PENSION AND MANAGING COMMITTEE MEETINGS.- PARTICIPATED IN COMMUNITY SERVICE ACTIVITIES ADDRESSING FOOD INSECURITY AND FUNDRAISING INITIATIVES AIDING DISASTER RELIEF EFFORTS IN ARGENTINA AND JAMAICA.- STRENGTHENED PARTNERSHIPS WITH OTHER MULTILATERAL RETIREE ASSOCIATIONS, AND PARTICIPATED IN THE 2025 ARAIO MEETING HOSTED BY THE PAHO TO EXCHANGE BEST PRACTICES ON MEMBERSHIP SERVICES, ELECTIONS, AS WELL AS PENSION AND MEDICAL BENEFITS. 209433 0 1 0 1 0 0 0 0 0 0 0 0 0 1 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 1 4 0 1 1 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 0 0 1 1 0 1 1 0 1 1 1 1 1 0 0 0 X CLAUDIA FRANCO 2026233035 1300 NEW YORK AVE NW 460 WASHINGTON DC 50577 X CAROLINA ACLAN SECRETARY 7.50 X X 0 0 0 CLAUDIA FRANCO TREASURER 7.50 X X 0 0 0 GUILLERMO VILLACORTA GAVIDIA DIRECTOR 2.50 X 0 0 0 JAVIER HERNANDEZ DIRECTOR 5.00 X 0 0 0 JOSE JUAN GOMES DIRECTOR 5.00 X 0 0 0 JOSE VIVAS DIRECTOR 5.00 X 0 0 0 LAURA GUARNIERI DEPUTY SECRETARY 3.75 X X 0 0 0 MIREYA ROSSI DEPUTY TREASURER 7.00 X X 0 0 0 RIGOBERTO ORDONEZ PRESIDENT 10.00 X X 0 0 0 RONALDO ROTTER DIRECTOR 3.75 X 0 0 0 SANDRA DARVILLE VICE PRESIDENT 6.00 X X 0 0 0 STEPHEN ABRAHAMS DIRECTOR 3.75 X 0 0 0 TRACY BETTS DIRECTOR 7.50 X 0 0 0 0 0 0 0 0 0 0 0 85466 184299 269765 22165 22165 291930 22165 0 0 X 98324 90000 8324 7533 6750 783 5248 5248 78450 78450 185 185 232 232 2964 1168 1796 COMMUNCATION SUPPORT 15684 14607 1077 MEMBER EXPENSES 5543 5543 PUBLISHING EXPENSES 4225 3786 439 ANNUAL REPORT 2730 2446 284 6683 6683 227801 209433 18368 0 64232 100423 560021 588060 0 6009 624253 694492 2184 -450 2184 -450 X 622069 694942 622069 694942 624253 694492 64129 8744 0 X 1 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 0 PAYROLL TAXES PAYABLE -450 -450 X PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT ORGANIZATION AND IS EXEMPT FROM THE PAYMENT OF TAXES ON INCOME OTHER THAN NET UNRELATED BUSINESS INCOME UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE. NO PROVISIONS FOR INCOME TAXES ARE REQUIRED FOR THE YEARS ENDED DECEMBER 31, 2025 AND 2024, AS THE ORGANIZATION HAD NO SIGNIFICANT NET UNRELATED BUSINESS INCOME. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS MADE UP OF MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 IS REVIEWED AND APPROVED BY THE GOVERNING BODY AND LEGAL COUNSEL BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF DIRECTORS REVIEW AND SIGN THE CONFLICT-OF-INTEREST POLICY ON AN ANNUAL BASIS. FOR ANY ITEMS THAT PRESENT A CONFLICT OF INTEREST, AND ANY MEMBER WITH THE CONFLICT ABSTAINS FROM VOTING ON SUCH ISSUE. FORM 990, PART VI, SECTION B, LINE 15 THE ASSOCIATION OF RETIREES HAS ONE FULL-TIME RENUMERATED EMPLOYEE, ALL OTHER OFFICERS SERVE AS VOLUNTEERS. IN THE CASE OF THE SINGLE EMPLOYEE, THE GOVERNING BODY WOULD (1) DETERMINE COMPENSATION BASED ON COMPENSATION DATA FOR COMPARABLE POSITIONS AT SIMILAR ORGANIATIONS; (2) REVIEW COMPENSATION ON AN ANNUAL BASIS, AND; (3) APPROVED ANY CHANGES WITH A FORMAL VOTE. IN ADDITION, THE ASSOCIATION HAS THREE REMUNERATED CONSULTANTS. THE ASSOCIATION UNDERGOES A SIMILAR PROCESS TO DETERMINE THEIR CONSULTANT FEES. FORM 990, PART VI, SECTION C, LINE 19 THEY ARE ALL AVAILABLE AT HTTPS://WWW/AJBID.ORG/EN/ABOUT-MENU/ FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 78,450. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 78,450.