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Council of Institutional Investors

EIN 52-1380217 · Washington, DC

Public records raise at least one point you should look into before giving.

LegitimacyCautionRegistration and standingFinancial healthNot ratedToo small or too little detailGovernanceNot ratedToo small or too little detailImpact evidenceDescribes programsHow well its results are evidenced

What it says it does

EDUCATE/ADVOCATE FOR EFFECTIVE CORPORATE GOVERNANCE AND PUBLIC COMPANY DISCLOSURE, STRONG SHAREHOLDER RIGHTS AND FAIR CAPITAL MARKETS.

Income
$4.8 million
Spending
$4.4 million
Employees
12
Volunteers
18
Highest pay
$437,953, general counsel

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. How we rate

Financial health

We do not score finances when yearly spending is very small or the return has too little detail. The ratios stop meaning much at that size.

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. How we rate

Governance

This return does not answer enough of the governance questions to score.

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (2)
  1. EDUCATION AND RESEARCH: IN 2025 CII HOSTED TWO PRIVATE NATIONAL CONFERENCES WITH MORE THAN 900 MEMBER ATTENDEES. OUR CONFERENCES OFFER MEMBERS OPPORTUNITIES TO INTERACT, EXCHANGE PERSPECTIVES ON CORPORATE GOVERNANCE AND OTHER ISSUES RELEVANT TO INVESTORS. THE CONFERENCES OFFER OPTIONS FOR MEMBERS TO HOST THEIR OWN PANEL SESSIONS, HOLD PRIVATE ENGAGEMENT MEETINGS, AND INCLUDE OPPORTUNITIES TO INTERACT, ADVOCATE AND ENGAGE. CII USES ITS MEMBER-APPROVED CORPORATE GOVERANCE POLICIES AS A BASIS TO DISCUSS ISSUES OF IMPORTANCE TO EACH OF OUR CONSTITUENCY GROUPS. FOR THE FIFTH YEAR, CII CO-HOSTED AN IN-PERSON PROFESSIONAL EDUCATION PROGRAM IN PARTNERSHIP WITH NYU SCHOOL OF LAW'S INSTITUTE FOR CORPORATE GOVERNANCE AND FINANCE.CII RELEASED MORE THAN 20 EDUCATIONAL EPISODES ON THE "VOICE OF CORPORATE GOVERNANCE" PODCAST, AND COORDINATED MORE THAN 20 EDUCATIONAL WEBINARS, ON A WIDE RANGE OF TOPICS RELATED TO CORPORATE GOVERNANCE, SHAREHOLDER RIGHTS AND CAPITAL MARKETS REGULATION AND LEGISLATION. CII PUBLISHED UPDATES TO OUR MEMBER COMMENT OPPORTUNITY TRACKER AND OTHER STEWARDSHIP RESOURCES. CII AND THE CII-REF WERE ALSO CY PRES RECIPIENTS. IN 2025 CII PUBLISHED "BEHIND THE VEIL: RISKS TO CHINESE COMPANIES AND THE VIE STRUCTURE" AS WELL AS "PROXY ADVISORS AND INSTITUTIONAL INVESTORS: FACTS AND CLARIFICATIONS".
  2. ADVOCACY AND ENGAGEMENT: CII USES ITS MEMBER-APPROVED CORPORATE GOVERNANCE POLICIES TO ADVOCATE FOR BEST PRACTICES IN A VARIETY OF REALMS. OUR POLICIES PROVIDE A FOUNDATION FROM WHICH CII ADVOCATES ON MATTERS OF IMPORTANCE TO MEMBERS. THEY ARE BEST-PRACTICE GUIDELINES BUT ARE NOT BINDING ON CII MEMBER FUNDS.CII U.S. ASSET OWNER MEMBERS MET TWICE IN 2025 AND APPROVED: (1) AN AMENDMENT TO CII'S CORPORATE GOVERNANCE POLICIES ON INCORPORATION AND REINCORPORATION FOR COMPANIES, (2) AN AMENDMENT AND NEW POLICY RELATING TO COMPANIES WITH STEALTH DUAL CLASS STOCK STRUCTURES. CII WORKED CONSISTENTLY DURING THE YEAR TO ADVOCATE FOR IMPROVED CORPORATE GOVERNANCE PRACTICES, AND TO DEFEND SHAREHOLDER RIGHTS AND PROTECTIONS, ISSUING MORE THAN TWENTY COMMENT LETTERS, ENGAGING WITH REGULATORY AGENCIES, LEGISLATORS, AND OTHER POLICYMAKERS FROM STATE, FEDERAL AND INTERNATIONAL JURISDICTIONS.CII ALSO FACILITATED MEETINGS FOR INVESTOR AND PUBLIC COMPANY MEMBERS TO ENGAGE IN PRIVATE, ONE-ON-ONE OR IN SMALL GROUP MEETINGS IN CONJUNCTION WITH CII'S FALL CONFERENCE.

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(6) business league.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.

  3. Are donations tax-deductible? Caution.

    The IRS master file records contributions to this 501(c)(6) business league as not deductible.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending December 2025.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since September 1986.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.