Civic Intelligence

Inter-American Dialogue

EIN 52-1830369 • 501(c)3 • Washington, DC

Profile

The inter-american dialogue brings together public and private leaders from across the americas to build cooperation among western hemisphere nations and advance a regional agenda of democratic governance, social equity, and economic growth.

1155 15th Street NW 800Washington, DC 20005-2706

www.thedialogue.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

73rd percentile

0.37x

Higher debt load relative to assets than 73% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

83rd percentile

0.92x

Higher debt load relative to revenue than 83% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

15th percentile

-17%

Higher net margin than 15% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

17th percentile

-5.5%

Faster asset growth than 17% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

29th percentile

-2.9%

Faster revenue growth than 29% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Down

$9,414,984

Down $552,368 (-5.5%) from 2023

Liabilities

Down

$3,469,685

Down $364,340 (-9.5%) from 2023

Net Assets

Down

$5,945,299

Down $188,028 (-3.1%) from 2023

Revenue

Down

$3,774,308

Down $114,191 (-2.9%) from 2023

Expenses

Up

$4,427,262

Up $333,240 (+8.1%) from 2023

Net Income

Down

-$652,954

Down $447,431 (-218%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2011: $6,793,790Liabilities 2011: $1,031,469Net Assets 2011: $5,762,3212011Assets 2012: $5,991,019Liabilities 2012: $276,720Net Assets 2012: $5,714,2992012Assets 2013: $5,518,563Liabilities 2013: $158,600Net Assets 2013: $5,359,9632013Assets 2014: $6,212,673Liabilities 2014: $250,386Net Assets 2014: $5,962,2872014Assets 2015: $6,050,432Liabilities 2015: $414,654Net Assets 2015: $5,635,7782015Assets 2016: $7,117,743Liabilities 2016: $1,119,328Net Assets 2016: $5,998,4152016Assets 2017: $8,159,183Liabilities 2017: $1,615,436Net Assets 2017: $6,543,7472017Assets 2018: $8,053,595Liabilities 2018: $1,644,868Net Assets 2018: $6,408,7272018Assets 2019: $8,773,856Liabilities 2019: $1,631,015Net Assets 2019: $7,142,8412019Assets 2020: $9,192,292Liabilities 2020: $1,734,287Net Assets 2020: $7,458,0052020Assets 2021: $9,326,033Liabilities 2021: $1,587,984Net Assets 2021: $7,738,0492021Assets 2022: $10,554,014Liabilities 2022: $4,777,091Net Assets 2022: $5,776,9232022Assets 2023: $9,967,352Liabilities 2023: $3,834,025Net Assets 2023: $6,133,3272023Assets 2024: $9,414,984Liabilities 2024: $3,469,685Net Assets 2024: $5,945,2992024

Highlighted filing

2024

Assets$9,414,984
Liabilities$3,469,685
Net Assets$5,945,299

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $3,399,223Expenses 2011: $3,598,006Net Income 2011: -$198,7832011Revenue 2012: $3,379,572Expenses 2012: $3,579,693Net Income 2012: -$200,1212012Revenue 2013: $2,370,178Expenses 2013: $2,817,705Net Income 2013: -$447,5272013Revenue 2014: $3,420,961Expenses 2014: $2,788,034Net Income 2014: $632,9272014Revenue 2015: $2,817,156Expenses 2015: $3,084,683Net Income 2015: -$267,5272015Revenue 2016: $3,534,849Expenses 2016: $3,349,441Net Income 2016: $185,4082016Revenue 2017: $4,382,931Expenses 2017: $4,273,907Net Income 2017: $109,0242017Revenue 2018: $4,638,099Expenses 2018: $4,314,166Net Income 2018: $323,9332018Revenue 2019: $4,384,628Expenses 2019: $4,445,603Net Income 2019: -$60,9752019Revenue 2020: $3,671,933Expenses 2020: $3,866,262Net Income 2020: -$194,3292020Revenue 2021: $4,174,889Expenses 2021: $3,953,560Net Income 2021: $221,3292021Revenue 2022: $3,331,803Expenses 2022: $4,143,357Net Income 2022: -$811,5542022Revenue 2023: $3,888,499Expenses 2023: $4,094,022Net Income 2023: -$205,5232023Revenue 2024: $3,774,308Expenses 2024: $4,427,262Net Income 2024: -$652,9542024

Highlighted filing

2024

Revenue$3,774,308
Expenses$4,427,262
Net Income-$652,954

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.41$3.47$5.95$3.77$4.43$0.65
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.97$3.83$6.13$3.89$4.09$0.21
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.6$4.78$5.78$3.33$4.14$0.81
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.33$1.59$7.74$4.17$3.95$0.22
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.19$1.73$7.46$3.67$3.87$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.77$1.63$7.14$4.38$4.45$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.05$1.64$6.41$4.64$4.31$0.32
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.16$1.62$6.54$4.38$4.27$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.12$1.12$6.00$3.53$3.35$0.19
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.05$0.41$5.64$2.82$3.08$0.27
2014Summary only. Only limited summary data is available for this year.$6.21$0.25$5.96$3.42$2.79$0.63
2013Summary only. Only limited summary data is available for this year.$5.52$0.16$5.36$2.37$2.82$0.45
2012Summary only. Only limited summary data is available for this year.$5.99$0.28$5.71$3.38$3.58$0.20
2011Summary only. Only limited summary data is available for this year.$6.79$1.03$5.76$3.40$3.60$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 6, 2025
Return Version
2024v5.2
Gross Receipts
$4,801,191
Mission and Program Overview

Mission

The inter-american dialogue brings together public and private leaders from across the americas to build cooperation among western hemisphere nations and advance a regional agenda of democratic governance, social equity, and economic growth.

SEE PART III, LINE 1.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,637,672$5,605,424▼ $32,248
Cash and Non-Interest-Bearing Accounts$447,943$431,812▼ $16,131
Savings and Temporary Cash Investments$615,285$430,277▼ $185,008
Pledges and Grants Receivable$368,240$325,071▼ $43,169
Accounts Receivable$25,000$132,661▲ $107,661
Land, Buildings, and Equipment, Net$42,851$76,848▲ $33,997
Prepaid Expenses and Deferred Charges$21,790$53,783▲ $31,993
Total Assets$9,967,352$9,414,984▼ $552,368
Other Assets Total$2,808,571$2,359,108▼ $449,463
Liabilities
Other Liabilities$3,387,859$2,995,354▼ $392,505
Deferred Revenue$235,240$237,695▲ $2,455
Accounts Payable and Accrued Expenses$197,052$222,376▲ $25,324
Unsecured Notes Loans Payable$13,874$14,260▲ $386
Total Liabilities$3,834,025$3,469,685▼ $364,340
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,256,969$3,151,632▼ $105,337
Net Assets Without Donor Restrictions$2,876,358$2,793,667▼ $82,691
Total Net Assets Fund Balance$6,133,327$5,945,299▼ $188,028
Total Liabilities and Net Assets / Fund Balance$9,967,352$9,414,984▼ $552,368

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$45,334$69,293$114,627
Equipment$6,068$93,765$99,833
Leasehold Improvements$25,446$42,438$67,884
Other Assets Org$31,945--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$4,724,593-▲ $508,943$900,000$4,333,536
2023$5,123,370-▲ $551,223$950,000$4,724,593
2022$6,731,527-▼ $908,157$700,000$5,123,370
2021$6,093,707$11,307▲ $626,513-$6,731,527
2020$5,905,526-▲ $783,181-$6,093,707
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rebecca Bill ChavezPresident & CEOFT$345,094$42,955$388,049
Manuel OrozcoProgram DirectorFT$165,523$35,513$201,036
Ariel FiszbeinProgram DirectorFT$153,974$7,799$161,773
Lydia DibosDirector of DevelopmentFT$128,537$29,793$158,330
Margaret MullinexProgram DirectorFT$146,963$7,339$154,302
Elizabeth BelairChief of StaffFT$104,705$11,023$115,728

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Your Part-time ControllerOutsourced Accounting1600 MARKET STREET SUITE 3425, Philadelphia, PA 19103, Uy$204,286
Tamara BronerConsulting-$138,770
Revenue and Support

Revenue Composition

Contributions and Grants
$3,063,321
Program Service Revenue
$515,005
Investment Income
$269,259
Other Revenue
$-73,277
All Other Contributions
$2,558,850
Change in Net Assets
$-652,954

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$100,674Fair Market Value (FMV)
Food Inventory1$3,120Fair Market Value (FMV)
Total Noncash Contributions2$103,794-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,712,036
Revenue Not Reported on Financial Statements
$62,272
Revenue Not Reported on Form 990
$728,644
Total Revenue per Audited Statements
$4,440,680
Total Revenue per Form 990
$3,774,308
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,495,059
Salaries, Compensation, and Employee Benefits$1,932,203
Total Fundraising Expense$48,438
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,216,128$28,408-$1,244,536
Fees for Services Other$869,824$8,521-$878,345
Occupancy$463,818$33,962$36,377$534,157
Current Officers, Directors, Trustees, and Key Employees$291,037$97,012-$388,049
Fees for Services Accounting-$257,570-$257,570
Travel$243,683$801-$244,484
Information Technology$206,544$9,060$9,704$225,308
Other Employee Benefits$131,462$4,226-$135,688
Conferences and Meetings$133,133$201-$133,334
Payroll Taxes$113,937$8,858-$122,795
Office Expenses$57,732$11,127$2,357$71,216
Fees for Service Investment Mgmnt Fees-$62,272-$62,272
Pension Plan Contributions$40,243$892-$41,135
Fees for Services Legal$27,578--$27,578
Insurance-$25,492-$25,492
Depreciation Depletion-$14,003-$14,003
Other Expenses$2,772$37-$2,809
Interest$764$833-$1,597
Total Functional Expenses$197,171$0$65,149$262,320

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,628,708
Total Expenses per Form 990$4,427,262
Expenses per Audited Statements$4,364,990
Expenses Not Reported on Form 990$263,718
Expenses Not Reported on Financial Statements$62,272
International Activity

International Summary

Offices
1
Employees
40
Spending
$164,927

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanProgram Service ActivitiesFinancial Education, Seminars, Workshops140$164,927
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$260,598
Fundraising Gross Income$183,610
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$362,300$183,610$185,571$-1,961
Total Events$362,300$183,610$260,598$-76,988
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$2,867,064
Refundable Advance$128,290
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The return was prepared by the outside accountant and reviewed by senior management. The draft 990 was reviewed and approved by the finance and audit committee. A copy was sent to the entire board prior to filing with the irs.

Form 990, Part VI, Section B, Line 12C

During the december board of directors meeting, board members are asked to complete a conflict of interest sign-off sheet. If any conflict of interest arises with regard to a matter requiring action by the board of directors, the interested person brings it to the attention of the board of directors and such person does not vote on the matter. Staff are expected to keep supervisors informed of any outside activities related to the work they do at the dialogue, and any concerns are addressed at that level. Staff also complete a conflict of interst form annually.

Form 990, Part VI, Section B, Line 15A

In determining the president's compensation, the director of finance and administration submits to the treasurer of the board the results of relevant compensation surveys, other form 990s, the salary history of the president and management's recommendation for overall raise policies for the coming year. This information is then discussed by the compensation committee of the board. The compensation committee makes a decision regarding the president's compensation for the following year in closed session and submits their decision to board of directors during the executive session of the december board meeting. The final decision is submitted to the director of finance and administration for implementation. The board of directors hired a new president & ceo in april of 2022 with a full compensation review completed at that time. All other top management salaries were reviewed in december 2022.

Form 990, Part VI, Section C, Line 19

The inter-american dialogue's governing documents, policies and audited financial reports are available to the public upon request. Audited financial statements are mailed or e-mailed to the dialogue's major funders, mainly upon their request.

Filing and Contact Details

Filer

Filer Name
Inter-american Dialogue
EIN
52-1830369
Phone
2028229002
Address
1155 15TH STREET NW 800, WASHINGTON, DC 20005-2706

Signing Officer

Name
Rebecca Bill Chavez
Title
President
Phone
2028229002
Signed
2025-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rebecca Bill Chavez
Formed
1993
Legal Domicile
Dc
Voting Board Members
13
Independent Board Members
13
Employees
25
Volunteers
20

Preparer

Firm
Gelman Rosenberg & Freedman
Address
4550 MONTGOMERY AVE SUITE 800N, BETHESDA, MD 20814-2930
Preparer
Richard J Locastro CPA
Phone
3019519090
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Consulting: program service expenses 511,807. Management and general expenses 6,850. Fundraising expenses 0. Total expenses 518,657. Honoraria: program service expenses 12,401. Management and general expenses 166. Fundraising expenses 0. Total expenses 12,567. Other services: program service expenses 345,616. Management and general expenses 1,505. Fundraising expenses 0. Total expenses 347,121.

Financial Statement Notes

PART V, LINE 4:

To help support the activities of the sol m. Linowitz forum and other operating and programming activities.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Fundraising event expenses reported as expenses on the 260,598. Financial statements and netted against event revenue on part viii, line 8b.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Fundraising event expenses reported as expenses on the 260,598. Financial statements and netted against event revenue on part viii, line 8b.

Raw XML AppendixShowing 400 of 778 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/MissionDesc0THE INTER-AMERICAN DIALOGUE BRINGS TOGETHER PUBLIC AND PRIVATE LEADERS FROM ACROSS THE AMERICAS TO BUILD COOPERATION AMONG WESTERN HEMISPHERE NATIONS AND ADVANCE A REGIONAL AGENDA OF DEMOCRATIC GOVERNANCE, SOCIAL EQUITY, AND ECONOMIC GROWTH.
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IRS990/ProgSrvcAccomActy2Grp/Desc0U.S. POLICY: THE DIALOGUE'S WORK (ON U.S. POLICY) INCLUDES A RANGE OF PROJECTS AND EVENTS THAT FOCUS ON U.S. POLICY TOWARD LATIN AMERICA AND THE CARIBBEAN GENERALLY, AND TOWARDS SPECIFIC COUNTRIES AND ISSUES. THIS INCLUDES THE DIALOGUE'S PROGRAMS ON THE ANDEAN REGION, BRAZIL, MEXICO, CUBA, AND THE NATIONS OF CENTRAL AMERICA; ON U.S.-LATIN AMERICAN TRADE NEGOTIATIONS; ON LONG-TERM GLOBAL TRENDS; AND ON THE U.S. PARTICIPATION IN INTER-AMERICAN INSTITUTIONS.
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IRS990/ProgSrvcAccomActy3Grp/Desc0REMITTANCES AND DEVELOPMENT: THE DIALOGUE STUDIES REMITTANCE TRENDS, FINANCIAL ACCESS, AND REMITTANCE TRANSACTION COSTS IN MIGRANT HOST AND HOME COUNTRIES IN THE WESTERN HEMISPHERE AND WORLDWIDE. RESEARCH AND MEETINGS ALSO FOCUS ON HOW DEVELOPMENT POLICIES AFFECT MIGRATORY FLOWS.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0ASIA AND LATIN AMERICA: THE DIALOGUE ENGAGES AND INFORMS ACADEMICS, POLICY-MAKERS AND PRIVATE SECTOR LEADERS ON EVOLVING THEMES IN LATIN AMERICA'S RELATIONS WITH ASIA. OUR WORKING GROUP MEETINGS, EVENTS AND PUBLICATIONS SEEK TO ADDRESS AREAS OF CRITICAL INTERESTS AND TO IDENTIFY SHARED PRIORITIES IN LATIN AMERICAN NATIONS AND THEIR INTERNATIONAL PARTNERS.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1OUTREACH AND COMMUNICATIONS: ALL THE DIALOGUE PROGRAMS COMMUNICATE THEIR ANALYSIS AND RECOMMENDATIONS TO POLICY AND MEDIA COMMUNITIES IN THE U.S. AND LATIN AMERICA, AND BEYOND THROUGH PUBLISHED REPORTS AND ARTICLES, PUBLIC AND PRIVATE FORUMS, PRESS CONFERENCES, AND BRIEFINGS FOR POLICY OFFICIALS. A CENTRALIZED OUTREACH FUNCTION MAINTAINS ONGOING COMMUNICATION WITH THE DIALOGUE'S MEMBERSHIP, THE U.S. CONGRESS, THE MEDIA AND OTHER ORGANIZATIONS INVOLVED IN HEMISPHERIC ISSUES.
IRS990/ProgSrvcAccomActyOtherGrp/Desc2RULE OF LAW: THE PROGRAM WAS ESTABLISHED IN 2015 TO HONOR PETER D. BELL, A FOUNDING COCHAIR OF THE DIALOGUE'S BOARD OF DIRECTORS, WITH SUPPORT OF THE FORD FOUNDATION. THE PROGRAM AIMS TO PROMOTE POLICY DISCUSSIONS AROUND HUMAN RIGHTS, DEMOCRATIC INSTITUTIONS, GOVERNMENT ACCOUNTABILITY, CIVIL SOCIETY ENGAGEMENT, AND HEMISPHERIC COOPERATION.
IRS990/ProgSrvcAccomActyOtherGrp/Desc3CORPORATE PROGRAMS: THE DIALOGUE'S CORPORATE PROGRAM ENGAGES WESTERN HEMISPHERE BUSINESS AND FINANCIAL LEADERS IN THE DIALOGUE'S ACTIVITIES AND CAPTURES THE VIEWPOINTS OF LEADING PRIVATE SECTOR EXECUTIVES IN OUR EVENTS AND PUBLICATIONS. THE CORPORATE PROGRAM PROVIDES INFORMATION AND ANALYSIS TO MEMBER COMPANIES, AND PRODUCES A SERIES OF NEWSLETTERS ON POLITICAL AND ECONOMIC ISSUES OF INTEREST TO THE CORPORATE COMMUNITY.
IRS990/ProgSrvcAccomActyOtherGrp/Desc4ENERGY AND CLIMATE CHANGE: FRAMES POLICY DEBATES ON INVESTMENT AND SUSTAINABLE DEVELOPMENT OF NATURAL RESOURCES BY PROVIDING BALANCED ANALYSIS AND BY CONVENING POLICYMAKERS, CORPORATE LEADERS AND EXPERTS. THE PROGRAM SEEKS TO IMPROVE INFORMATION AND COMMUNICATION TO HELP POLICYMAKERS ATTRACT INVESTMENT WHILE ADDRESSING ENVIRONMENTAL, SOCIAL AND ECONOMIC CONCERNS. IT ALSO PROMOTES DIALOGUE AMONG COUNTRIES TO ENHANCE ENERGY INTEGRATION AND IMPROVE ACCESS TO CLEAN, SECURE ENERGY SUPPLIES.
IRS990/ProgSrvcAccomActyOtherGrp/Desc5LINOWITZ FORUM: THE LINOWITZ FORUM PERIODICALLY ASSEMBLES THE DIALOGUE'S CORE MEMBERSHIP TO REVIEW AND DISCUSS THE MOST IMPORTANT ISSUES IN HEMISPHERIC AFFAIRS. THEIR FINDINGS AND RECOMMENDATIONS ARE PUBLISHED AND COMMUNICATED TO DECISION-MAKERS AND OPINION LEADERS THROUGHOUT THE HEMISPHERE.
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