International City Management Association Retirement Corporation
Donations deductibleRevenue
$290.1m
year to 31 December 2024
Expenses
$292m
year to 31 December 2024
Total assets
$704.3m
$109.8m liabilities
Net assets
$594.5m
assets less liabilities
Directors and trustees
9
5.6 years on average
Staff
725
employees, year to 31 December 2024
Left since last filing
0
no seats appear to have opened
Officers and senior staff
28
named in Part VII
International City Management Association Retirement Corporation's network
9 people3 organisationsi9 people and 3 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (9). Violet dotted lines (4) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
9 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 in the tables. The network map shows same-name matches as likely links only, never as confirmed.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.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Brian Clarke | Director | 2019 | 7 yrs |
| Cynthia Steer | Director | 2018 | 8 yrs |
| Deanna Santana as of 42523 | Acting President, CEO, Director | 2023 | 3 yrs |
| Joseph Coyne | Director | 2023 | 3 yrs |
| Lynne Ford Until 42423 | President, CEO, Director | 2023 | 3 yrs |
| Marc OTT | Director | 2018 | 8 yrs |
| Mona Miyasato | Director | 2023 | 3 yrs |
| Opal Mauldin-Jones | Director | 2022 | 4 yrs |
| Robert Jones | Director | 2018 | 8 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
28 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 |
|---|---|---|
| Andrew Whiting | Senior Vice President | 2023 |
| Angela Montez | Secretary/Gen Counsel | since 2018 |
| Barbara Stotler | Asst Treasurer, Finance Director | since 2018 |
| Catherine Leggett | Senior Vice President | since 2018 |
| Christopher Matzke | Senior Vice President | 2018 |
| DAI SHI | Treasurer, CFO (As of 08/2020) | since 2020 |
| David Braverman | Managing Vice President | since 2018 |
| David Tanguay | Chief Client Services Officer | 2019 |
| Elizabeth Glista | Treasurer, CFO (03/2020-08/2020) | 2020 |
| Erica McFarquhar | Asst Secretary, Senior Counsel | since 2018 |
| Flora Hedrick | MVP, Alternative Investments | since 2018 |
| George Suzich | Asst Treasurer, Finance MVP | since 2018 |
| Gregory Dyson | Senior Vice President | 2018 |
| Karen Chong-Wulff | MVP, Fixed Income Investments | since 2018 |
| Karla Gill | Senior Vice President | since 2018 |
| Katherine Schulze | Secretary, Clo (Until 4/26/23) | since 2022 |
| Lynne Smith | Senior Vice President | 2022 |
| Matthew Brenner | Managing Vice President | 2020 |
| Michael Guarasci | Treasurer/CFO | since 2018 |
| Natacha Lafleur | Assistant Treasurer | since 2019 |
| Orlando Cruz | Senior Vice President | 2022 |
| Patricia Vause | Asst Treas/Finance VP | since 2018 |
| Rhonda Mims | Secretary, Clo (Until 04/06/22) | 2022 |
| Richard Whitty | Asst Treasurer, Finance VP | since 2018 |
| Ross Graham | Senior Vice President | since 2018 |
| Thomas McAndrews | Asst Secretary, Deputy General Counsel | since 2018 |
| Venkatakrishnan Balakrishnan | MVP, Asset Alloc'n Investments | 2023 |
| Wayne Wicker | SVP, Chief Investment Officer | since 2018 |
Pay and hours
year to 31 December 2024iFrom 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 |
|---|---|---|---|---|---|
| Deanna Santana Until 90324 | Acting President, CEO, Director | 40 | $2.1m | $62k | |
| Wayne Wicker Until 40524 | SVP, Chief Investment Officer | 40 | $1.5m | $71k | |
| Karen Chong-Wulff | MVP, Fixed Income Investments | 40 | $1.2m | $159k | |
| Andrew Whiting | SVP, Chief Revenue Officer | 40 | $1.2m | $137k | |
| Angela Montez | Secretary, Clo | 40 | $1.1m | $51k | |
| Andre Robinson As of 90324 | President, CEO, Director | 40 | $972k | $17k | |
| Aimei Zhong Until 102924 | MVP, Equity INVESTMENTS | 40 | $947k | $28k | |
| Venkatakrishnan Balakrishnan | MVP, Asset Allocation Investments | 40 | $846k | $72k | |
| Dai Shi | Treasurer, CFO | 40 | $846k | $255k | |
| THOMAS McANDREWS AS OF 90324 | Assistant Secretary | 40 | $507k | $76k | |
| ERICA McFARQUHAR AS OF 90324 | Assistant Secretary | 40 | $496k | $61k | |
| Christopher Graves | Assistant Treasurer | 40 | $204k | $18k | |
| Robert Jones Until 90324 | Director | 2 | $5k | ||
| Joseph Coyne | Director | 2 | $5k | ||
| Troy Brown | Director | 2 | $4k | ||
| Opal Mauldin-Jones | Director | 2 | $2k | ||
| Marc Ott | Director | 2 | $858 | $548k | $56k |
| Brian Clarke | Director | 2 | $0 | ||
| Cynthia Steer | Director | 2 | $0 | ||
| Mona Miyasato | Director | 2 | $0 |
About
- Legal name
- International City Management Association Retirement Corporation
- EIN
- 237268394
- Address
- 777 N Capitol St Ne Ste 600, Washington, DC, 20002-4290
- State
- District of Columbia
- Mission
- The corporation serves to lessen the burdens of state and local governments and their agencies and instrumentalities by administering qualified and deferred compensation retirement plans, thereby helping individual municipal employees build financial security. (as filed on the Form 990)
- Activity (NTEE)
- Y30 Mutual and membership benefit
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Mutual & Membership Benefit
- Size band
- 9 (IRS master file code)
- Formed
- 1972
- IRS ruling date
- 1 April 1973
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 5, latest 2023
- IRS Publication 78
- PC (contributions deductible)
Most connected
Related organisations (Schedule R)
RelatedPROFESSIONAL AND EDUCATIONAL ORGANIZATION ADVANCING LOCAL GOVERNMENTS.International Citycounty Management AssociationRelatedDEDICATED TO BUILDING STRONGER COMMUNITIES AND CREATING LONG-TERM FINANCIAL RESILIENCY.Missionsquare Foundation
Longest observed on the filings
≥8years on the filingsCynthia Steer
≥8years on the filingsMarc OTT
≥8years on the filingsRobert Jones
≥7years on the filingsBrian Clarke
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $704.3m
- Total liabilities
- $109.8m
- Net assets or fund balances
- $594.5m
- Contributions and grants received
- $0
- Program service revenue
- $263m
- Grants and similar paid out
- $13k
- Employees
- 725
Grants paid
1 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Miriam's Kitchen | Help individuals obtain housing and other critical resources needed to end chronic homelessness. | $13k |
State registration
1 entityiBusiness-entity registers published by US states. These records are matched to this organisation by name and state, not by EIN, and are labelled as likely matches. Street addresses are not shown.International City Management Association Retirement Corporation likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: DC Department of Licensing and Consumer Protection (DLCP), corporate registrations (opendata.dc.gov). Licence: CC BY 4.0. Attribution: DC DLCP. Data last fetched 18 October 2026.
- State
- District of Columbia
- Entity type
- Foreign Nonprofit Corporation
- Status
- Active - In Good Standing
- Formed
- 28 September 1972
- Registered agent
- Corporation Service Company (city and state not held)