International Association of Credit Portfolio Managers Inc
Revenue
$4.9m
year to 30 June 2025
Expenses
$4.7m
year to 30 June 2025
Total assets
$5.4m
$3.3m liabilities
Net assets
$2m
assets less liabilities
Directors and trustees
20
7.8 years on average
Staff
8
employees, year to 30 June 2025
Chair observed
≥5 yrs
Timothy Hartzell
Left since last filing
0
no seats appear to have opened
International Association of Credit Portfolio Managers Inc's network
20 peoplei20 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (20). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.The board
20 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 24 voting members of its governing body on its latest Form 990 Part VI; we list 20 in Part VII (Part VII does not always name every voting member).| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Timothy Hartzell Chair | Chairman | 2018 | 8 yrs |
| Anna Olsen | Director | 2019 | 7 yrs |
| Anthony O'Flynn (also filed as Anthony Oflynn) | Director | 2018 | 8 yrs |
| Brian Hurdal | Director | 2018 | 8 yrs |
| CAM Desbrisay | Vice Chairman | 2018 | 8 yrs |
| Cheryl Boucher | Director | 2018 | 8 yrs |
| Christopher Camisa | Director | 2018 | 8 yrs |
| Daniel Golan | Director | 2019 | 7 yrs |
| Danielle L Gelband | Director | 2023 | 3 yrs |
| Eric Pratt | Director | 2018 | 8 yrs |
| Francois Favret | Director | 2019 | 7 yrs |
| Juan Manuel Prado Enrico | Director | 2018 | 8 yrs |
| Martha Raber | Director | 2019 | 7 yrs |
| Olivier Parenty | Director | 2019 | 7 yrs |
| Richard Montague | Director | 2018 | 8 yrs |
| Sarah Cheriton-Jones | Company secretary | 2019 | 7 yrs |
| Sean Kavanagh | Chairman Emeritus | 2018 | 8 yrs |
| SOM-LOK Leung | Executive Director | 2018 | 8 yrs |
| Wendy Gorman | Director | 2019 | 7 yrs |
| William Ledger | Treasurer | 2019 | 7 yrs |
Officers and senior leadership
6 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Argie Simon | Senior Director | since 2019 |
| Dara J Fine | Admin & Meeting Director | since 2018 |
| Jennifer Bearden | Employee | since 2018 |
| Marcia A Banks | Deputy Director | since 2018 |
| Maria J Saary-Littman | Research Director | since 2018 |
| Simon Argie | Senior Director | 2018 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Som-Lok Leung | Executive Director | 40 | $717k | $55k | |
| Marcia A Banks | Deputy Executive Director | 40 | $480k | $9k | |
| Jennifer Bearden | Senior Director | 40 | $398k | $5k | |
| Maria Juliane Saary-Littman | Senior Director | 40 | $347k | $6k | |
| Argie Simon | Senior Director | 40 | $207k | $64k | |
| Dara J Fine | Senior Advisor | 40 | $158k | $6k | |
| Danielle Leigh Gelband | Manager, Meetings & Events | 40 | $128k | $9k | |
| William Ledger | Chair | 4 | $0 | ||
| Neil Aiken | Vice Chair | 4 | $0 | ||
| Mascha Canio | Treasurer | 4 | $0 | ||
| Elena Eyries Garcia de Vinuesa | Secretary | 4 | $0 | ||
| Arnisa Abazi | Director | 4 | $0 | ||
| Christopher Abe | Director | 4 | $0 | ||
| Naoual Belgriri | Director | 4 | $0 | ||
| Dominique Bernier | Director | 4 | $0 | ||
| Simon Bowmer | Director | 4 | $0 | ||
| Jonathan Brown | Director | 4 | $0 | ||
| Kuveshen Chetty | Director | 4 | $0 | ||
| Pablo Fenoll | Director | 4 | $0 | ||
| Govind Gupta | Director | 4 | $0 | ||
| Jerome Jacques | Director | 4 | $0 | ||
| Richard Montague | Director | 4 | $0 | ||
| Rama Mohan Rao Amara | Director | 4 | $0 | ||
| Kenneth Revell | Director | 4 | $0 | ||
| Rachel Robboy | Director | 4 | $0 | ||
| Hiroyuki Sakurai | Director | 4 | $0 | ||
| Puay Tin Teo | Director | 4 | $0 | ||
| David Werthan | Director | 4 | $0 |
About
- Legal name
- International Association of Credit Portfolio Managers Inc
- EIN
- 134184184
- Address
- 521 Fifth Avenue 30th Floor, New York, NY, 10175-3001
- State
- New York
- Mission
- The primary exempt purposes of the association are as follows:a. To further the understanding and management by financial institutions of their credit exposures, both on- and off-balance sheet and howsoever evidenced, created or originated, by providing a forum for member institutions to exchange ideas on topics of practical interest;b. To create a forum for the discussion of issues of... (as filed on the Form 990)
- Activity (NTEE)
- S46 Community improvement and capacity building
- IRS classification
- 501(c)06 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Community Improvement & Capacity Building
- Size band
- 7 (IRS master file code)
- Formed
- 2001
- Principal officer
- Som-Lok Leung (as named on the Form 990)
- IRS ruling date
- 1 January 2002
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2023
Most connected
Longest observed on the filings
≥8years on the filingsTimothy Hartzell
≥8years on the filingsAnthony O'Flynn
≥8years on the filingsBrian Hurdal
≥8years on the filingsCAM Desbrisay
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $5.4m
- Total liabilities
- $3.3m
- Net assets or fund balances
- $2m
- Contributions and grants received
- $0
- Program service revenue
- $4.8m
- Employees
- 8