2024-11-15T14:47:55-06:00 2023-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990 2023-01-01 132569185 AMERICAS SOCIETY INC AMER 2122778320 680 PARK AVENUE NEW YORK NY 10065 SUSAN L SEGAL PRESIDENT & CEO 2122778320 2024-11-07 1 1 EVA MRUK P00543254 2122862600 2024-11-15 2023 2024-10-15 13:58:12Z SUSAN L SEGAL 680 PARK AVENUE NEW YORK NY 10065 15348358 0 X HTTP://WWW.AS-COA.ORG/ X 1965 NY AMERICAS SOCIETY IS AN EDUCATIONAL FORUM WHICH PRESENTS PROGRAMS IN ITS PUBLIC POLICY AND CULTURAL AFFAIRS DEPARTMENTS. 25 24 97 24 -74671 0 2786463 2446854 36774 28670 1160637 2098586 -29568 -7232 3954306 4566878 0 0 0 0 3023853 3312251 0 0 446669 2636285 3219952 5660138 6532203 -1705832 -1965325 66764536 70021187 992700 1132919 65771836 68888268 X SEE SCHEDULE O 0 0 1922407 0 10929 PUBLIC POLICY - AMERICAS SOCIETY IS COMMITTED TO FURTHERING EDUCATION AND DEBATE ON PUBLIC POLICY ISSUES IN THE HEMISPHERE. THIS IS ACCOMPLISHED THROUGH PROGRAMS; CONFERENCES; MEETINGS; WORKING GROUPS; REPORTS; PUBLICATIONS; RESEARCH; AND HIGH-LEVEL MEETINGS WITH POLICYMAKERS, SCHOLARS, MEDIA, COMMUNITY GROUPS, PHILANTHROPISTS, AND BUSINESS LEADERS. IN 2023, AMERICAS SOCIETY HOSTED IN-PERSON, HYBRID, AND VIRTUAL HIGH-LEVEL PROGRAMS WITH AUDIENCES ACROSS THE UNITED STATES AND LATIN AMERICA TO FOSTER DIALOGUE ON REGIONAL ISSUES.AMERICAS SOCIETY IDENTIFIES EMERGING POLICY CHALLENGES AND PRODUCES, PUBLISHES, AND DISSEMINATES RESEARCH AND ANALYSIS AS A BASIS FOR DEBATE AND DIALOGUE WITH RELEVANT POLICYMAKERS, BUSINESS LEADERS, COMMUNITY REPRESENTATIVES, AND THE MEDIA. AS THE LEADING FORUM FOR HEMISPHERE-WIDE DEBATE, THE SOCIETY'S PUBLIC POLICY PROGRAMS ENGAGE OPINION LEADERS FROM THE PUBLIC AND PRIVATE SECTORS IN POSITIVE DIALOGUE IN THE UNITED STATES, CANADA, AND THROUGHOUT LATIN AMERICA AND THE CARIBBEAN TO SHARE IDEAS WITH ORGANIZATIONS, BUSINESSES, AND INDIVIDUALS AND TO FORMULATE SOLUTIONS TO THE CHALLENGES FACING THE AMERICAS TODAY.AMERICAS QUARTERLY (AQ) - IS AN AWARD-WINNING PUBLICATION DEDICATED TO POLITICS, BUSINESS, AND CULTURE IN THE AMERICAS. BORROWING ELEMENTS FROM THE ECONOMIST AND FOREIGN AFFAIRS, BUT WITH A FOCUS ON LATIN AMERICA AND THE CARIBBEAN, AQ REACHES MORE THAN 1 MILLION PEOPLE PER YEAR THROUGH ITS DIGITAL PLATFORMS, MAGAZINE, AND PODCAST. ITS INFLUENTIAL, AGENDA-SETTING AUDIENCE INCLUDES CEOS, SENIOR GOVERNMENT OFFICIALS, AND THOUGHT LEADERS. FOUNDED IN 2007 AND BASED IN NEW YORK CITY, AQ IS AN EDITORIALLY INDEPENDENT, NOT-FOR-PROFIT PUBLICATION OF AMERICAS SOCIETY/COUNCIL OF THE AMERICAS, WHICH FOR MORE THAN 50 YEARS HAS BEEN DEDICATED TO DIALOGUE IN THE WESTERN HEMISPHERE.THE AQ PODCAST FEATURES WEEKLY INTERVIEWS ON LATIN AMERICAN POLITICS AND TRENDS FOR A GROWING AUDIENCE OF OVER 10,000 LISTENERS PER MONTH. LAUNCHED IN MARCH 2020, THE AQ PODCAST FOCUSES ON INTERVIEWS WITH EXPERTS AND POLICY MAKERS FROM ACROSS THE HEMISPHERE.IN 2023, AQ DELIVERED QUALITY POLITICAL ANALYSIS THROUGH ITS QUARTERLY SPECIAL REPORTS, WEEKLY ONLINE PIECES, AND BY CO-ORGANIZING TWO EVENTS WITH AMERICAS SOCIETY/COUNCIL OF THE AMERICAS. OVER THE COURSE OF THE YEAR, AQ PUBLISHED FOUR ISSUES: THE URUGUAY ISSUE, WHAT LULA MEANS FOR LATIN AMERICA, THE CYBERSECURITY ISSUE, AND A (RELATIVELY) BULLISH CASE FOR LATIN AMERICA.ISSUED 1 DELVED INTO URUGUAY, LATIN AMERICA'S STRONGEST DEMOCRACY, AND HOW THE NATION OFFERS MANY LESSONS FOR PEERS IN THE REGION, INCLUDING THE VALUE OF A ROBUST SOCIAL SAFETY NET. THE COUNTRY HAS THE HIGHEST PER CAPITA INCOME (ABOUT $17,000), ITS LOWEST POVERTY RATE (7%), AND AMONG ITS LOWEST LEVELS OF INEQUALITY. URUGUAY'S ENERGY MATRIX IS THE REGION'S GREENEST. WE HOSTED A PODCAST EPISODE WITH URUGUAYAN JOURNALIST MARTN AGUIRRE, HEAD OF EL PAIS, TO DISCUSS HOW URUGUAY GOT THERE, THE LIMITATIONS OF THIS SUCCESS AND WHERE THE COUNTRY IS HEADED.ISSUE 2 RAN AN ENTERPRISE STORY OF BRAZIL'S OUTLOOK UNDER THE THIRD TERM OF THEN PRESIDENT-ELECT LUIZ INACIO LULA DA SILVA. OUR MAIN PREMISE WAS: WHAT DOES LULA'S RETURN REALLY MEAN FOR LATIN AMERICA AND QUESTIONS LIKE REGIONAL TRADE INTEGRATION, THE REGION'S RELATIONSHIPS WITH THE UNITED STATES AND CHINA, INVESTMENT FLOWS, AND LATIN AMERICA'S OVERALL ROLE IN THE WORLD? WE HOSTED A PODCAST EPISODE WITH THE AUTHOR OF THE ISSUE'S COVER STORY, GETULIO VARGAS FOUNDATION INTERNATIONAL RELATIONS PROFESSOR OLIVER STUENKEL, TO DISCUSS WHAT TO EXPECT FROM LULA'S FOREIGN POLICY.ISSUE 3 WAS FOCUSED ON CYBERSECURITY IN THE REGION, TAKING THE CASE OF A RECENT ATTACK ON COSTA RICA, A LEADING EXAMPLE OF THE RISKS AND CHALLENGES FOR GOVERNMENTS AND COUNTRIES IN THE REGION. LATIN AMERICA IS THE LEAST PREPARED REGION IN THE WORLD FOR CYBERATTACKS, ACCORDING TO THE LATEST EDITION OF THE GLOBAL CYBERSECURITY INDEX, COMPILED BY THE UN'S INTERNATIONAL TELECOMMUNICATION UNION. WE HOSTED A PODCAST EPISODE WITH RANDY PESTANA, ASSOCIATE DIRECTOR OF THE CYBER POLICY PROGRAM AT THE JACK D. GORDON INSTITUTE FOR PUBLIC POLICY AT FLORIDA INTERNATIONAL UNIVERSITY. PESTANA WAS ALSO FEATURED ON AN IN-PERSON PANEL IN LATE JULY, ALONG WITH LOUISE MARIE HUREL, A RESEARCH FELLOW AT THE CYBER PROGRAMME OF THE ROYAL UNITED SERVICES INSTITUTE, DISCUSSING THE IMPLICATIONS AND TRENDS ON THIS TOPIC.ISSUE 4 OFFERED "A RELATIVELY BULLISH CASE FOR LATIN AMERICA," EXPLAINING HOW AFTER A "LOST DECADE" THAT SAW ECONOMIES STAGNATE ACROSS LATIN AMERICA AND THE CARIBBEAN, A NEW OPTIMISM APPEARED TO BE TAKING HOLD IN SOME AREAS. FOREIGN DIRECT INVESTMENT IN LAC SOARED BY 55% IN 2022 TO $224 BILLION, ITS HIGHEST VALUE ON RECORD, DURING A YEAR WHEN FDI FLOWS GLOBALLY SHRANK 12%, WHILE IN 2023, COLOMBIA, MEXICO, AND BRAZIL WERE THE WORLD'S TOP-PERFORMING EMERGING MARKETS CURRENCIES. IN JULY OF 2023, MEXICO PASSED CHINA TO BECOME THE UNITED STATES' TOP TRADING PARTNER FOR THE FIRST TIME IN 20 YEARS. WE HOSTED AN IN-PERSON EVENT ABOUT THE ENERGY TRANSITION IN THE REGION TO SHOWCASE THE NEW TRENDS AND OPPORTUNITIES IN THIS FIELD, FEATURING SCHOLARS FROM COLUMBIA UNIVERSITY'S CENTER ON GLOBAL ENERGY POLICY. A RECORDING OF THE EVENT WAS ALSO POSTED ONLINE. EVENT PANELIST AND FORMER COLOMBIA FINANCE MINISTER MAURICIO CRDENAS WAS FEATURED ON A PODCAST EPISODE AND DISCUSSED THE POTENTIAL FOR GROWTH IN THE REGION.THROUGH ITS SIGNATURE LATIN AMERICAN CITIES CONFERENCES, THE SOCIETY COHOSTED AND CONTINUED TO OFFER AN UNPARALLELED PLATFORM FOR PUBLIC AND PRIVATE EXCHANGES WHERE TOP GOVERNMENT OFFICIALS, BUSINESS LEADERS, AND INVESTORS DISCUSSED SOME OF THE MOST PRESSING ISSUES FACING THE REGION. HELD IN PERSON, THE CONFERENCES FOCUSED ON CHILE, ARGENTINA, COLOMBIA, BRAZIL, PERU, AND DOMINICAN REPUBLIC. THEY FEATURED KEYNOTE REMARKS AND PANEL DISCUSSIONS ON TOPICS SUCH AS EXAMINING POLITICAL AND ECONOMIC OUTLOOKS IN THE CONTEXT OF PRESIDENTIAL ELECTIONS AND SUSTAINABILITY, CREATING OPPORTUNITIES FOR TECHNOLOGICAL INNOVATION, AND BOOSTING ECONOMIC ACTIVITY THROUGH SUSTAINABLE FOREIGN INVESTMENT.PROMINENT SPEAKERS AT THE CONFERENCES INCLUDED MINISTERS, GOVERNORS, AMBASSADORS, SENIOR REPRESENTATIVES FROM MULTILATERAL ORGANIZATIONS, CEOS, AND LEADING ENTREPRENEURS AND INNOVATORS. AMONG THE TOP OFFICIALS FEATURED AT THE 2023 LATIN AMERICAN CITIES CONFERENCES WERE THE DOMINICAN REPUBLIC'S PRESIDENT LUIS ABINADER; THE DOMINICAN REPUBLIC'S VICE PRESIDENT RAQUEL PENA; COLOMBIA'S MINISTER OF FINANCE AND PUBLIC CREDIT RICARDO BONILLA; EXECUTIVE DIRECTOR OF AMCHAM COLOMBIA MARIA CLAUDIA LACOUTURE; CHILE'S MINISTER OF FINANCE MARIO MARCEL; CHILE'S MINISTER OF SCIENCE, TECHNOLOGY, KNOWLEDGE AND INNOVATION AISEN AMELIA ETCHEVERRY; CEO OF PRIME ENERGIA CHILE JOSE AROSA; CEO OF FALABELLA GASTON BOTAZZINI; BRAZIL'S MINISTER OF JUSTICE AND PUBLIC SECURITY FLAVIO DINO; BRAZIL'S PRESIDENT OF THE SENATE RODRIGO PACHECO; U.S. AMBASSADOR TO BRAZIL ELIZABETH F. BAGLEY; ARGENTINA'S FORMER PRESIDENTIAL CANDIDATE AND CURRENT SECURITY MINISTER PATRICIA BULLRICH; ARGENTINA'S FORMER PRESIDENTIAL CANDIDATE AND FORMER ECONOMY MINISTER SERGIO MASSA; ARGENTINA'S FORMER PRESIDENTIAL CANDIDATE AND CURRENT PRESIDENT JAVIER MILEI; PERU'S PRESIDENT DINA BOLUARTE; AND PERU'S MINISTER OF FOREIGN AFFAIRS JAVIER GONZALEZ-OLAECHEA.IN CONJUNCTION WITH THE PUBLIC LATIN AMERICAN CITIES CONFERENCES, THE SOCIETY COHOSTED SEVERAL INVITATION-ONLY ELITE EVENTS TO CONVENE CONSTITUENTS WITH SENIOR HEMISPHERIC OFFICIALS AND BUSINESS LEADERS FOR INTIMATE, OFF-THE-RECORD PROGRAMS. THESE PROGRAMS PROVIDE AN IDEAL SETTING FOR AS MEMBERS AND CONSTITUENTS TO ENGAGE WITH INVITED GUESTS ON INVESTMENT OPPORTUNITIES AND CRITICAL HEMISPHERIC ISSUES. AS PART OF THE PRESIDENTS OF THE AMERICAS SERIES, THE SOCIETY COHOSTED VIRTUAL PROGRAMS FOR LATIN AMERICAN HEADS OF STATE FOR AN OPPORTUNITY TO DIALOGUE ON THEIR COUNTRIES' INVESTMENT OPPORTUNITIES AND CURRENT ECONOMIC AND POLITICAL ENVIRONMENTS. IN 2023, THE SOCIETY COHOSTED PRIVATE IN-PERSON PROGRAMS WITH CHILE'S PRESIDENT GABRIEL BORIC, PARAGUAY'S PRESIDENT SANTIAGO PENA, PERU'S PRESIDENT DINA BOLUARTE, SURINAME'S PRESIDENT CHAN SANTOHKI, GUYANA'S PRESIDENT IRFAAN ALI, AND ECUADOR'S THEN-PRESIDENT GUILLERMO LASSO. ALONG WITH COUNCIL OF THE AMERICAS, AMERICAS SOCIETY CONTINUES TO ADVANCE THE MISSION OF THE WOMEN'S HEMISPHERIC NETWORK (WHN), AN INITIATIVE THAT ENCOURAGES YOUNG PROFESSIONAL WOMEN TO STAY IN THE WORKFORCE AND REACH LEADERSHIP POSITIONS. THE NETWORK LAUNCHED IN OCTOBER 2012 AT A NEW YORK WORKSHOP FEATURING THEN-EXECUTIVE DIRECTOR OF UN WOMEN MICHELLE BACHELET AND FORMER FIRST LADY OF MEXICO MARGARITA ZAVALA. 1343265 0 11982 ART AT AMERICAS SOCIETY PROGRAM - THE ART AT AMERICAS SOCIETY PROGRAM BOASTS THE LONGEST-STANDING PRIVATE SPACE IN THE UNITED STATES DEDICATED TO EXHIBITING AND PROMOTING ART FROM LATIN AMERICA, THE CARIBBEAN, AND CANADA. IT HAS ACHIEVED A UNIQUE AND RENOWNED LEADERSHIP POSITION IN THE FIELD, PRODUCING BOTH HISTORICAL AND CONTEMPORARY EXHIBITIONS. THE ART AT AMERICAS SOCIETY PROGRAM PRESENTS EXHIBITIONS ACCOMPANIED BY A SERIES OF PUBLIC AND EDUCATIONAL PROGRAMS FEATURING OUTSTANDING ARTISTS, CURATORS, CRITICS, AND SCHOLARS. ART AT AMERICAS SOCIETY PRODUCES EXHIBITION CATALOGUES AS WELL AS SCHOLARLY PUBLICATIONS.IN 2023, THE ART AT AMERICAS SOCIETY PROGRAM PRESENTED THREE EXHIBITIONS AND 19 PUBLIC PROGRAMS.BISPO DO ROSARIO: ALL EXISTING MATERIALS ON EARTH PREMIERED ON JANUARY 25, 2023. THIS WAS THE FIRST SOLO EXHIBITION IN THE UNITED STATES OF BISPO DO ROSARIO, AN AFRO-BRAZILIAN ARTIST WHO CREATED MORE THAN ONE THOUSAND OBJECTS FROM WITHIN HIS CONFINEMENT AT COLONIA JULIANO MOREIRA, A PSYCHIATRIC INSTITUTION IN RIO DE JANEIRO WHERE HE LIVED MOST OF HIS LIFE. THE EXHIBITION BROUGHT TOGETHER ICONIC ARTWORKS BY THE ARTIST, INCLUDING HAND-EMBROIDERED TEXTILES WITH ASSORTED ATTACHED ELEMENTS, AND MIXED-MEDIA SCULPTURES. THE EXHIBITION WAS ACCOMPANIED BY PROGRAMS, AND IT WAS ON VIEW UNTIL MAY 20, 2023. MEDIA OUTLETS INCLUDING THE NEW YORK TIMES, FORBES, THE NEW YORKER, AND HYPERALLERGIC COVERED THE EXHIBITION.IN JUNE 2023, SYLVIA PALACIOS WHITMAN: TO DRAW A LINE WITH THE BODY OPENED AT AMERICAS SOCIETY. THE SOLO EXHIBITION, WHICH CLOSED JULY 22, 2023, REVISITED PALACIOS WHITMAN LANDMARK PERFORMANCES WITH NEVER-BEFORE-SEEN MATERIAL FROM THE ARTIST'S ARCHIVES ALONGSIDE SKETCHES, VIDEO AND PHOTOGRAPHIC DOCUMENTATION, AND NEW LARGE SCALE WORKS ON PAPER. THE SHOW WAS REVIEWED BY OUTLETS INCLUDING THE NEW YORK TIMES, EL PAS, AND EFE.PART I OF THE TWO-PART EXHIBITION, EL DORADO: MYTHS OF GOLD, PREMIERED AT AMERICAS SOCIETY ON SEPTEMBER 6, 2023, AND WAS ON VIEW THROUGH DECEMBER 16, 2023. THE EXHIBITION EXPLORED THE LEGEND OF EL DORADO AS A FOUNDATIONAL MYTH OF THE AMERICAS. ARTWORKS BY MORE THAN 60 ARTISTS, FROM THE PRE-HISPANIC PERIOD TO THE CONTEMPORARY ERA, THAT CHALLENGE, REINFORCE, AND QUESTION THE CONTINUITY AND EFFECTS OF THE MYTH IN THE AMERICAS INTO THE PRESENT WERE PRESENTED. PART I OF EL DORADO: MYTHS OF GOLD WAS COVERED BY HYPERALLERGIC, EFE, CLARIN, AND EL DIARIO.IN SEPTEMBER 2023, AMERICA SOCIETY ALSO PRESENTED ART AS ORNAMENT: CHUS BURES AND LATIN AMERICAN ARTISTS IN COLLABORATION. THE EXHIBITION INCLUDED WEARABLE ARTWORKS CREATED BY THE SPANISH DESIGNER IN COLLABORATION WITH ARTISTS, FILMMAKERS, FASHION DESIGNERS, AND OTHERS. ART AS ORNAMENT WAS PRESENTED IN AMERICAS SOCIETY LIBRARY AND ARCHIVES EXHIBITION SPACE UNTIL MAY 18, 2024.IN MARCH 2020, ART AT AMERICAS SOCIETY LAUNCHED IN THE STUDIO, A SERIES OF CONVERSATIONS WITH ARTISTS TAKING PLACE ON INSTAGRAM LIVE AND PUBLISHED ON YOUTUBE. DURING 2023, AMERICAS SOCIETY HOSTED 6 IN THE STUDIO CONVERSATIONS, INCLUDING NOTABLE GUESTS SUCH AS LEDA CATUNDA AND ERNESTO NETO. 788492 0 0 MUSIC PROGRAM -MUSIC OF THE AMERICAS FEATURES RENOWNED AND EMERGING PERFORMERS FROM LATIN AMERICA, THE CARIBBEAN, AND CANADA, AS WELL AS U.S. LATINO ARTISTS. IN ABOUT 20 CONCERTS PER YEAR, INCLUDING EARLY MUSIC, CLASSICAL, CONTEMPORARY, JAZZ, AND TRADITIONAL MUSIC, MUSIC OF THE AMERICAS REFLECTS THE DIVERSITY OF MUSIC PRODUCED IN THE AMERICAS. THE MUSIC OF THE AMERICAS CONCERT SERIES GIVES ACCESS TO INNOVATIVE MUSIC AND CREATIVE OPPORTUNITIES BY OFFERING FREE ADMISSION TO OUR IN-PERSON CONCERTS AND UNLIMITED ACCESS TO ONLINE CONTENT INCLUDING FULL-LENGTH PERFORMANCES AND OUR DAILY VIRTUAL VIDEOS.HIGHLIGHTS OF THE 2023 SERIES INCLUDED THE SONG BOOK PREMIERE OF DOMINICAN ARTIST RITA INDIANA, A CONCERT OF PASCUALA ILABACA & FAUNA AS PART OF THEIR LA CURIOSIDAD TOUR, A RECOMPILATION OF PAQUITO D'RIVERA'S FAVORITE CLARINET MUSIC, AND A TWO-DAY FESTIVAL BY THE QUARTET MOMENTA.MUSIC OF THE AMERICAS PRODUCES TWO VIRTUAL SERIES: EN CASA (DAILY VIDEOS BY ARTISTS PERFORMING FROM THEIR HOME) AND RECUERDOS (PREVIOUSLY UNSEEN MATERIAL FROM PERFORMANCES AT AMERICAS SOCIETY, SOME DATING BACK DECADES). IN ADDITION TO THESE DAILY VIDEOS, PERFORMANCES FOR THE MUSIC OF THE AMERICA CONCERT SERIES ARE RECORDED FOR SUBSEQUENT RELEASE ONLINE.IN 2023, THESE ONLINE SERIES RELEASED 94 VIDEOS, WHICH WERE VIEWED OVER 3 MILLION TIMES BY AUDIENCES WORLDWIDE ON THE AS/COA WEBSITE, YOUTUBE CHANNEL, AND MUSIC OF THE AMERICAS' SOCIAL MEDIA (FACEBOOK, INSTAGRAM, AND TWITTER).MUSIC OF THE AMERICAS PROGRAMS WERE FEATURED IN ROLLING STONE, NEW SOUNDS AND OPERA WIRE, AMONG OTHER PROMINENT MEDIA OUTLETS. 580769 0 0 AS/COA ONLINE -THE WEBSITE OF AMERICAS SOCIETY/COUNCIL OF THE AMERICAS REACHED NEW DIGITAL AUDIENCES IN 2023 AS THE GO-TO SOURCE TO FOLLOW ELECTIONS, POLL TRACKERS, AND MORE IN LATIN AMERICA, GARNERING MORE THAN 2.3 MILLION PAGEVIEWS. OUR PODCAST, LATIN AMERICA IN FOCUS FEATURES EXPERT AND DIVERSE VOICES FROM ACROSS THE REGION TO COVER ISSUES SUCH AS ELECTIONS, TECH, CULTURE, AND ECONOMICS. AVAILABLE ACROSS ALL MAJOR PLATFORMS AND RELEASED TWICE MONTHLY, IT MARKED ITS SEVENTH YEAR OF PRODUCTION AND EARNED OVER 51,000 DOWNLOADS OVER THE YEAR. IN ADDITION, IT REGISTERED A 40 PERCENT GROWTH IN FOLLOWERS ON APPLE PODCASTS FROM 2021 TO 2023.AS/COA ONLINE CONTINUES TO EXTEND THE ORGANIZATION'S IMPACT THROUGH BROADCASTING ITS PROGRAMMING AND ON SOCIAL MEDIA. PROGRAMS WERE STREAMED ON MULTIPLE PLATFORMS, INCLUDING LIVESTREAM, TWITTER, YOUTUBE, FACEBOOK, AND INSTAGRAM. CONTENT WAS ACCESSIBLE THROUGH SOCIAL MEDIA AND THE WEBSITE (WWW.AS-COA.ORG). OUR FOLLOWING GREW BY 29 PERCENT ON LINKEDIN AND 53 PERCENT ON INSTAGRAM OVER THE COURSE OF THE YEAR WHILE IMPRESSIONS GREW BY 195 PERCENT AND 600 PERCENT ON THE SAME RESPECTIVE PLATFORMS. OUR YOUTUBE CHANNEL EARNED 350,000 VIEWS, MARKING A 47 PERCENT GROWTH YEAR ON YEAR.IN ADDITION, AS/COA ONLINE DELIVERS CONTENT AND PROGRAMMATIC UPDATES THROUGH TWO NEWSLETTERS: NEWS & VIEWS, WHICH IS RECEIVED BY MORE THAN 43,000 SUBSCRIBERS MADE UP OF CEOS, DIPLOMATS, ACADEMICS, AND PUBLIC- AND PRIVATE-SECTOR LEADERS; AND EL CHASQUI, A NEWSLETTER ROUNDING UP REGIONAL NEWS FOR JOURNALISTS AND OTHER SUBSCRIBERS BASED ACROSS THE REGION AND GLOBE.MEDIA RELATIONS & VISIBILITYDURING 2023, AS/COA HAD OVER 11,500 MENTIONS IN LATIN AMERICAN AND U.S. MEDIA OUTLETS THAT COVERED OUR PUBLIC EVENTS, INTERVIEWED OR QUOTED OUR EXPERTS, AND WROTE ABOUT OUR CULTURAL PROGRAMMING. AS/COA ALSO DEVELOPED NEW MEDIA PARTNERSHIPS AS A WAY TO PROMOTE OUR EVENTS. THESE NEW COLLABORATIONS WERE DONE WITH REGIONAL OUTLETS LIKE BLOOMBERG LINEA AND DFSUD. ADDITIONALLY LOCAL MEDIA OUTLETS ALSO PARTNERED WITH AS/COA FOR EVENTS IN EACH COUNTRY.NOTABLE MEDIA COVERAGE INCLUDED APPEARANCES IN THE NEW YORKER, THE NEW YORK TIMES, THE WASHINGTON POST, AGENCIA EFE, AGENCE FRANCE-PRESSE, ASSOCIATED PRESS, BBC NEWS, BLOOMBERG, CBS NEWS, CNN, CNN EN ESPANOL, EL ECONOMISTA, EL PAS, EL TIEMPO, FORBES, FOREIGN POLICY, FINANCIAL TIMES, HUFFPOST, INFOBAE, LA NACION, EL MERCURIO, ESTADAO, LOS ANGELES TIMES, MIAMI HERALD, NBC NEWS, NPR, NTN24, O' GLOBO, POLITICO, REUTERS, THE GUARDIAN, AND VOICE OF AMERICA. 0 0 20241 MEMBERSHIP DUES 580769 0 20241 4634933 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 67 0 97 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 25 24 1 0 0 1 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X PETER J REILLY CFO 2122778320 680 PARK AVENUE NEW YORK NY 10065 X SUSAN L SEGAL-SEE SCHEDULE O PRESIDENT & CEO 20.00 X X 464436 0 50278 ANDRES GLUSKI CHAIRMAN 1.00 X X 0 0 0 GEORGE B WEIKSNER TREASURER 1.00 X X 0 0 0 PILAR AROSEMENA DE ALEMAN DIRECTOR 1.00 X 0 0 0 ADRIANA CISNEROS DIRECTOR 1.00 X 0 0 0 GINA DIEZ BARROSO DIRECTOR 1.00 X 0 0 0 J PEPE FANJUL DIRECTOR 1.00 X 0 0 0 ANTONIO O GARZA DIRECTOR 1.00 X 0 0 0 CARLOS N GUIMARAES DIRECTOR 1.00 X 0 0 0 TIMOTHY M KINGSTON DIRECTOR 1.00 X 0 0 0 JUAN PABLO MATA SARAVIA DIRECTOR 1.00 X 0 0 0 JOHN MCINTIRE DIRECTOR 1.00 X 0 0 0 THOMAS F MCLARTY III DIRECTOR 1.00 X 0 0 0 PATRICIA MENENDEZ-CAMBO DIRECTOR 1.00 X 0 0 0 ALI MOSHIRI DIRECTOR 1.00 X 0 0 0 JOHN D NEGROPONTE CHAIRMAN EMERITUS 1.00 X 0 0 0 ENRIQUE NORTEN DIRECTOR 1.00 X 0 0 0 RICHARD DE J OSBORNE DIRECTOR 1.00 X 0 0 0 WILLIAM R RHODES CHAIRMAN EMERITUS 1.00 X 0 0 0 ERICA ROBERTS DIRECTOR 1.00 X 0 0 0 ALEJANDRO SANTO DOMINGO DIRECTOR 1.00 X 0 0 0 ARTURO SARUKHAN DIRECTOR 1.00 X 0 0 0 CLIFFORD SOBEL DIRECTOR 1.00 X 0 0 0 G RICHARD THOMAN DIRECTOR 1.00 X 0 0 0 JAIME ERNESTO YORDAN DIRECTOR 1.00 X 0 0 0 PETER J REILLY-SEE SCHEDULE O CFO/VP/CORPORATE SECRETARY 18.00 X 304987 0 48372 BRIAN WINTER VP, POLICY & EDITOR-IN-CHIEF, AQ 45.00 X 331186 0 79800 CARIN ZISSIS-SEE SCHEDULE O EDITOR-IN-CHIEF, AS/COA ONLINE 18.00 X 191509 0 45550 GUILLERMO ZUBILLAGA-SEE SCH O CIO/SR. DIRECTOR, PUBLIC POLICY PROGRAM 1.00 X 164081 0 45675 MARCIELA CRESPI-SEE SCH O ACCOUNTING SUPERVISOR 18.00 X 127770 0 28869 SEBASTIAN ZUBIETA DIRECTOR, MUSIC 45.00 X 144508 0 19987 LAURA A IGLESIAS LUKIN DIRECTOR & CHIEF CURATOR, VISUAL ARTS 45.00 X 132417 0 42618 1860894 0 361149 14 0 1 0 PATTERSON BELKNAP WEBB & TYLER 1133 AVENUE OF THE AMERICAS NEW YORK NY 10036 LEGAL SERVICES 175982 DONALD PARTYKA 155 WEST 20TH STREET 4H NEW YORK NY 10011 DESIGN CONSULTANT 128505 2 42745 719610 93619 1590880 2446854 MEMBERSHIP DUES 900099 17263 17263 MAGAZINE SUBSCRIPTIONS 900099 8429 8429 PROGRAM INCOME 900099 2978 2978 28670 1009358 -45964 1055322 16 16 11685502 10596274 1089228 1089228 -31207 1120435 154140 719610 185206 -31066 -31066 11982 0 11982 11982 REBATES 900099 5379 5379 ANNUITY INCOME 900099 3957 3957 ADVERTISING 541800 2500 2500 11836 4566878 40652 -74671 2154043 749970 477985 204986 66999 1680844 1306217 216069 158558 189669 158542 19574 11553 461848 362121 50196 49531 229920 185888 23682 20350 35054 22553 1599 10902 52404 52404 172507 172507 470439 388140 43975 38324 14984 14984 275517 238454 27125 9938 120561 74564 31898 14099 293445 226554 53886 13005 118188 94146 8762 15280 699154 694362 1123 3669 436411 349130 56732 30549 73186 29660 39977 3549 DATA SECURITY INCIDENT 433994 433994 BOOKS, DUES AND SUBS. 14802 9723 5001 78 EQUIP RENTAL/MAINTENANC 9306 1910 7111 285 6532203 4634933 1450601 446669 120395 74227 2019582 427741 515440 581325 35054 42861 87500 87500 371910 227267 13783565 6202185 7571725 7581380 41775593 45497425 14267337 15501461 66764536 70021187 541808 704048 36794 15190 414098 413681 992700 1132919 X 22155136 21972892 43616700 46915376 65771836 68888268 66764536 70021187 X -1965325 5089757 -8000 X X 0 1 X 1 0 X 2856791 1183634 3103738 2178463 2446854 11769480 2856791 1183634 3103738 2178463 2446854 11769480 188063 11581417 1099706 633260 1214149 1130277 1055322 5132714 7648 7648 4551 13661 4702 6873 9336 39123 16948965 236605 0.68330 0.69820 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: ANNUITY INCOME - 2019 AMOUNT: $ 3,531. 2020 AMOUNT: $ 3,606. 2021 AMOUNT: $ 3,701. 2022 AMOUNT: $ 3,872. 2023 AMOUNT: $ 3,957. REBATES - 2019 AMOUNT: $ 1,020. 2020 AMOUNT: $ 10,055. 2021 AMOUNT: $ 1,001. 2022 AMOUNT: $ 3,001. 2023 AMOUNT: $ 5,379. SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: OPERATING SUPPORT DATE: 12/28/18 AMOUNT: 5324907. DESCRIPTION: OPERATING SUPPORT DATE: 06/23/20 AMOUNT: 600000. DESCRIPTION: OPERATING SUPPORT DATE: 11/19/21 AMOUNT: 5000000. DESCRIPTION: OPERATING SUPPORT DATE: 12/14/22 AMOUNT: 600000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 52670986 6666175 2607486 56729675 59766594 935195 -5400828 2629975 52670986 54874385 7713448 2821239 59766594 52522911 4875948 2524474 54874385 47427676 7343027 2247792 52522911 0.23904 0.29710 0.46386 0 0 885211 885211 324989 324989 0 10849770 4395152 6454618 1565307 1405502 159805 158288 76542 81746 7581380 HEDGE FUNDS 9538212 F PRIVATE EQUITY 1469793 F PRIVATE REAL ESTATE 268960 F LIMITED PARTNERSHIPS 4224496 F 15501461 CAPITAL LEASE OBLIGATIONS 146214 DUE TO COUNCIL OF THE AMERICAS, INC. 267467 413681 X 9564128 5089757 80000 5169757 4394371 172507 172507 4566878 6447696 80000 8000 88000 6359696 172507 172507 6532203 PART III, LINE 1A: AMERICAS SOCIETY MAINTAINS COLLECTIONS INCLUDING ART WORK AND HISTORICAL TREASURES THAT HAVE BEEN PURCHASED OR DONATED. THESE ITEMS ARE PRESERVED AND CARED FOR AND MANY ARE DISPLAYED IN PUBLIC EXHIBITIONS. THE ORGANIZATION DOES NOT HAVE A FORMAL POLICY THAT REQUIRES THAT THE PROCEEDS FROM THE SALE OF THESE ITEMS BE USED TO EXPAND THE COLLECTIONS THROUGH ADDITIONAL ACQUISITIONS. HOWEVER, HISTORICALLY, THE ORGANIZATION HAS NOT SOLD WORKS OF ART AND TREASURES FROM ITS HISTORICAL COLLECTION AND HAS NO INTENTION TO SELL ITS WORKS OF ART AND HISTORICAL TREASURES AND NOT TO USE THE PROCEEDS TO FURTHER ITS VISUAL ARTS PROGRAM, RESTORE CURRENT HOLDINGS, OR EXPAND THE COLLECTION THROUGH ADDITIONAL ACQUISITIONS. THEREFORE, IN ACCORDANCE WITH GASB, THE ORGANIZATION DOES NOT CAPITALIZE COLLECTIONS MEETING ALL OF THE ABOVE FACTORS. PART III, LINE 4: AMERICAS SOCIETY'S COLLECTION OF HISTORICAL, MODERN, AND CONTEMPORARY ART AND OBJECTS FROM LATIN AMERICA, THE CARIBBEAN, AND CANADA, REFLECT OUR UNIQUE MISSION TO INCREASE AWARENESS AND APPRECIATION OF THE DIVERSE CULTURAL HERITAGE OF THE HEMISPHERE AMONG U.S. AUDIENCES; A GOAL WE FURTHER BY HAVING THESE WORKS ON PUBLIC DISPLAY IN OUR BUILDING. PART V, LINE 4: THE SOCIETY'S ENDOWMENT CONSISTS OF VARIOUS INDIVIDUAL GIFTS ESTABLISHED PRIMARILY TO SUPPORT THE MISSION OF THE SOCIETY. ITS ENDOWMENT CONSISTS OF DONOR-RESTRICTED AND BOARD DESIGNATED ENDOWMENT FUNDS. AS REQUIRED BY U.S. GAAP, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE SOCIETY FOLLOWS THE NEW YORK PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (NYPMIFA), WHICH REQUIRES THE PRESERVATION OF THE VALUE OF THE ORIGINAL GIFT AS OF THE GIFT DATE OF THE DONOR-RESTRICTED ENDOWMENT FUNDS ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY, AND EXCEPT IN THOSE CASES WHERE THE LAW ALLOWS APPROPRIATION FOR SPENDING OF THE ORIGINAL GIFT AMOUNTS. AS A RESULT, THE BOARD OF DIRECTORS CLASSIFIES AS NET ASSETS WITH DONOR RESTRICTIONS FOR ENDOWMENT (A) THE ORIGINAL VALUE OF THE GIFTS DONATED TO THE ENDOWMENT, (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE ENDOWMENT, AND (C) ACCUMULATIONS OF INVESTMENT RETURNS TO THE ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. THE SOCIETY'S INVESTMENT POLICY, AS APPROVED BY THE BOARD OF DIRECTORS, UTILIZES A TOTAL RETURN INVESTMENT APPROACH. ENDOWMENT ASSETS ARE INVESTED IN A NUMBER OF DIFFERENT ASSET CLASSES AND INVESTMENT STRATEGIES TO DIVERSIFY INVESTMENTS AND PROVIDE A BALANCE THAT WILL ENHANCE THE LONG-TERM TOTAL RETURN OF THE OVERALL INVESTMENT PORTFOLIO WHILE AVOIDING UNDUE RISK OR CONCENTRATION IN ANY SINGLE ASSET CLASS OR INVESTMENT. TARGET ALLOCATION PERCENTAGES AND OPERATING RANGES ARE ESTABLISHED FOR VARIOUS ASSET CLASSES. PERFORMANCE IS MEASURED AGAINST VARIOUS COMPOSITE BENCHMARK INDICES REFLECTING TARGET ASSET ALLOCATION. ENDOWMENT ASSETS INCLUDE BOTH THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE SOCIETY MUST HOLD IN PERPETUITY AS WELL AS THEIR ACCUMULATED EARNINGS. UNDER THE SOCIETY'S SPENDING POLICY, A PERCENTAGE OF THE AVERAGE MARKET VALUE OF THE ENDOWMENT FUNDS AS OF SEPTEMBER 30 OF THE PREVIOUS THREE YEARS IS AVAILABLE FOR APPROPRIATION. FOR 2023 AND 2022, 5.0% WAS APPROPRIATED TOTALING $2,607,486 AND $2,629,975, RESPECTIVELY. PART X, LINE 2: THE SOCIETY RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS WHEN THEY ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE SOCIETY HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE SOCIETY IS NO LONGER SUBJECT TO AUDITS BY THE APPLICABLE TAXING JURISDICTION FOR PERIODS PRIOR TO 2020. PART XII, LINE 2D - OTHER ADJUSTMENTS: WRITE OFF OF UNCOLLECTIBLE CONTRIBUTIONS 8,000. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENT 3435056 0 0 0 0 0 0 3435056 0 3435056 0 0 1 1 0 0 SCHEDULE F, PART IV, LINE 3: THE ORGANIZATION IS NOT REQUIRED TO FILE FORM 5471 BECAUSE IT DOES NOT MEET THE APPLICABLE OWNERSHIP THRESHOLD OR OTHER FILING REQUIREMENTS. SCHEDULE F, PART IV, LINE 4: THE ORGANIZATION IS NOT REQUIRED TO FILE FORM 8621 BECAUSE IT DOES NOT MEET THE APPLICABLE OWNERSHIP THRESHOLD OR OTHER FILING REQUIREMENTS. SPRING PARTY GALA 873750 719610 154140 115028 42763 27415 873750 719610 154140 115028 42763 27415 185206 -31066 X X X X 0 0 0 0 0 0 0 1 0 SUSAN L SEGAL-SEE SCHEDULE O PRESIDENT & CEO 463200 0 0 0 1236 0 33000 0 17278 0 514714 0 0 0 BRIAN WINTER VP, POLICY & EDITOR-IN-CHIEF, AQ 313816 0 17100 0 270 0 31950 0 47850 0 410986 0 0 0 PETER J REILLY-SEE SCHEDULE O CFO/VP/CORPORATE SECRETARY 282901 0 19800 0 2286 0 28825 0 19547 0 353359 0 0 0 CARIN ZISSIS-SEE SCHEDULE O EDITOR-IN-CHIEF, AS/COA ONLINE 174139 0 17100 0 270 0 17763 0 27787 0 237059 0 0 0 GUILLERMO ZUBILLAGA-SEE SCH O CIO/SR. DIRECTOR, PUBLIC POLICY PROG 153919 0 10000 0 162 0 15733 0 29942 0 209756 0 0 0 LAURA A IGLESIAS LUKIN DIRECTOR & CHIEF CURATOR, VISUAL ART 127255 0 5000 0 162 0 13367 0 29251 0 175035 0 0 0 SEBASTIAN ZUBIETA DIRECTOR, MUSIC 138734 0 5000 0 774 0 14175 0 5812 0 164495 0 0 0 MARCIELA CRESPI-SEE SCH O ACCOUNTING SUPERVISOR 121582 0 5000 0 1188 0 12365 0 16504 0 156639 0 0 0 PART I, LINE 7 INDIVIDUALS REPORTED ON SCHEDULE J, PART II RECEIVED BOARD APPROVED DISCRETIONARY BONUS IN 2023. THE AMOUNT IS REPORTED ON SCHEDULE J, PART II, COLUMN B(II). FORM 990, PART VII, LINE 5: THE FOLLOWING INDIVIDUALS LISTED ON THE FORM 990, PART VII, SECTION A, RECEIVED COMPENSATION FROM THE ORGANIZATION, A PORTION OF WHICH WAS PAYMENT FOR SERVICES TO AN UNRELATED ORGANIZATION, THE COUNCIL OF THE AMERICAS. REPORTED IN FORM 990, PART VII, COLUMN (D) ARE THE INDIVIDUAL'S TOTAL FORM W-2 COMPENSATION, WITH ALLOCATIONS AS FOLLOWS: NAME: SUSAN L. SEGAL TITLE: PRESIDENT & CEO COMPENSATION ALLOCATED TO COUNCIL OF THE AMERICAS, INC.: $283,073 NAME: PETER J. REILLY TITLE: CFO/ VICE PRESIDENT/ CORPORATE SECRETARY COMPENSATION ALLOCATED TO COUNCIL OF THE AMERICAS, INC.: $185,889 NAME: GUILLERMO ZUBILLAGA TITLE: CHIEF INFORMATION OFFICER / SR. DIRECTOR PUBLIC POLICY PROGRAMS COMPENSATION ALLOCATED TO COUNCIL OF THE AMERICAS, INC.: $164,081 NAME: CARIN ZISSIS TITLE: EDITOR-IN-CHIEF, AS/COA ONLINE COMPENSATION ALLOCATED TO COUNCIL OF THE AMERICAS, INC.: $116,725 NAME: MARICELA CRESPI TITLE: ACCOUNTING SUPERVISOR COMPENSATION ALLOCATED TO COUNCIL OF THE AMERICAS, INC.: $77,875 FORM 990, PART III, LINE 1 AMERICAS SOCIETY IS THE PREMIER ORGANIZATION DEDICATED TO EDUCATION, DEBATE, AND DIALOGUE IN THE AMERICAS. ESTABLISHED BY DAVID ROCKEFELLER IN 1965, THE SOCIETY'S MISSION IS TO FOSTER AN UNDERSTANDING OF THE CONTEMPORARY POLITICAL, SOCIAL, AND ECONOMIC ISSUES CONFRONTING LATIN AMERICA, THE CARIBBEAN, AND CANADA, AND TO INCREASE PUBLIC AWARENESS AND APPRECIATION OF THE DIVERSE CULTURAL HERITAGE OF THE REGION AND THE IMPORTANCE OF THE INTER-AMERICAN RELATIONSHIP. AMERICAS SOCIETY FULFILLS ITS MISSION THROUGH ITS CULTURAL AND PUBLIC POLICY PROGRAMS. THE SOCIETY'S ART AND MUSIC PROGRAMS CREATE A SPACE FOR INTERACTION AND ENHANCED APPRECIATION FOR EMERGING AND ESTABLISHED CULTURAL FIGURES BY PRESENTING ARTISTS, MUSICIANS, WRITERS, AND SCHOLARS FROM ACROSS THE HEMISPHERE TO U.S. AUDIENCES. PUBLIC POLICY PROGRAMS ENGAGE OPINION LEADERS FROM THE PUBLIC AND PRIVATE SECTORS IN POSITIVE DIALOGUE TO EXCHANGE IDEAS AND FORMULATE SOLUTIONS TO THE CHALLENGES FACING THE AMERICAS TODAY. IN 2023, THE WHN HELD IN-PERSON AND VIRTUAL CONVERSATIONS AND CONFERENCES WITH BUSINESS LEADERS, CENTERING ON THEMES SUCH AS RESILIENCE, CONFIDENT INVESTING, AND SUPPORTING WOMEN IN STEM. THE WHN FORUM IN MIAMI INCLUDED A DISCUSSION ON PROMOTING FEMALE LEADERSHIP, A PANEL DISCUSSION ON WOMEN AS PIONEERS AND PATH MAKERS IN COMPETITIVE FIELDS, AND A WORKSHOP ON HOW EXECUTIVE PRESENCE DRIVES CAREER SUCCESS. DURING THE WHN CONFERENCE IN MEXICO CITY, PRIVATE- AND PUBLIC-SECTOR LEADERS GATHERED TO ADDRESS SOME OF THE CHALLENGES PROFESSIONAL WOMEN FACE IN THE WORKFORCE AND EXPLORE THE WAYS DIFFERENT SECTORS OF SOCIETY CAN CONTRIBUTE TO BUILDING A MORE INCLUSIVE MEXICO. AT THE WHN CONFERENCE IN NEW YORK, BUSINESS LEADERS SHARED THEIR PERSONAL STORIES AND PERSPECTIVES ON WHAT WORK-LIFE BALANCE MEANS AND THE IMPORTANCE OF MENTORSHIP AND SPONSORSHIP IN THE ASPIRATIONAL ROAD TOWARDS LEADERSHIP POSITIONS. THE VENEZUELA WORKING GROUP (VWG) LEVERAGES AS/COA'S CONSTITUENCY TO PROVIDE A FORUM FOR A CONSTRUCTIVE, HANDS-ON CONVERSATION ON VENEZUELA. THE VWG NAVIGATES VENEZUELA'S CHANGING ECONOMIC AND POLITICAL LANDSCAPE BY CONVENING KEY NATIONAL AND INTERNATIONAL STAKEHOLDERS FROM THE PUBLIC, PRIVATE, AND SOCIAL SECTORS TO BETTER UNDERSTAND THE COUNTRY'S PRESENT CHALLENGES AND FUTURE POLITICAL AND ECONOMIC SCENARIOS. OUR PROGRAMS INCLUDE HIGH-LEVEL PRIVATE AND PUBLIC MEETINGS AND DISCUSSIONS. IN 2023, AS PART OF THE VENEZUELAN OPPOSITION CANDIDATE SERIES, AS/COA HOSTED AN INVITATION-ONLY, ON-THE-RECORD CONVERSATION WITH MARA CORINA MACHADO, FOUNDER OF VENTE VENEZUELA AND A FORMER MEMBER OF THE VENEZUELAN NATIONAL ASSEMBLY. ALSO, AS PART OF THE SAME SERIES, THE SOCIETY HOSTED AN INVITATION-ONLY, ON-THE-RECORD, CONVERSATION WITH BARINAS GOVERNOR FREDDY SUPERLANO, THE PRESIDENTIAL CANDIDATE OF VOLUNTAD POPULAR. SUPERLANO SPOKE ABOUT HIS ECONOMIC PLAN AHEAD OF THE OCTOBER 2023 PRIMARIES. THE AS/COA CUBA WORKING GROUP (CWG) NAVIGATES THE COUNTRY'S CHANGING ECONOMIC AND POLITICAL LANDSCAPE AND U.S. TIES, AND HELPS BUSINESSES UNDERSTAND THE CHANGING REGULATORY FRAMEWORK, INVESTMENT OPPORTUNITIES, AND AREAS FOR COLLABORATION. IN 2023, THE SOCIETY'S YOUNG PROFESSIONALS OF THE AMERICAS AND THE CWG HOSTED A CONVERSATION WITH THE KEY MEMBERS OF THE CUBAN DIASPORA IN SOUTH FLORIDA TO EXPLORE THE IMPORTANT ROLE COMMUNITIES ABROAD CAN PLAY IN PROMOTING PRIVATE SECTOR INVESTMENT AND DRIVING OPPORTUNITIES IN CUBA. THE AS/COA TECH SERIES FEATURES EXPERTS AND LEADERS FROM THE PRIVATE SECTOR, GOVERNMENT, AND ACADEMIA TO ADDRESS THE IMPACT OF TECHNOLOGY IN LATIN AMERICA AND THE CARIBBEAN, THROUGH PRIVATE MEETINGS WITH POLICY MAKERS, PRIVATE-SECTOR ROUNDTABLE DISCUSSIONS, AND PUBLIC FORUMS. THE SERIES FOCUSES ON DIGITAL ADVANCES AND INNOVATIVE SOLUTIONS THAT PROMOTE INCLUSION, COMPETITIVENESS, AND REGIONAL ECONOMIC DEVELOPMENT AMONG KEY STAKEHOLDERS. UNDER THE UMBRELLA OF THE TECH SERIES, AS/COA CREATED THE DATA GOVERNANCE WORKING GROUP (DGWG) IN 2020. THE WORKING GROUP CONVENES RELEVANT STAKEHOLDERS FROM THROUGHOUT THE REGION, ALLOWING DATA PROTECTION AUTHORITIES AND PRIVATE COMPANIES TO ENGAGE IN DIALOGUE. AS/COA'S GOAL IS TO CREATE A PERMANENT FORUM TO GUIDE POLICYMAKERS, REGULATORS, AND OTHER ADVOCATES FOCUSED ON THIS TOPIC AS THEY HANDLE CHALLENGES IN A POST-PANDEMIC WORLD. IN 2023, AS PART OF THE DIGITAL & DATA GOVERNANCE SERIES, AS/COA HOSTED THREE VIRTUAL PROGRAMS AND TRAVELED TO MEXICO, BRAZIL, AND PERU TO HOST IN-PERSON EVENTS ON TOPICS LIKE THE REGULATION OF AI IN THE REGION AND TECHNOLOGICAL ADVANCEMENTS TO ACHIEVE HIGHER YIELDS, SUSTAINABLE DEVELOPMENT, AND FOOD SECURITY. THE AS/COA HEALTHCARE SERIES ADDRESSES KEY CHALLENGES AND GROWING OPPORTUNITIES IN HEALTHCARE ACROSS LATIN AMERICA. THE HEALTHCARE AGENDA COVERS A DIVERSE RANGE OF TOPICS INCLUDING PHARMACEUTICALS, FOOD AND BEVERAGES, MEDICAL DEVICES, HEALTHY LIVING AND WELLNESS, TECHNOLOGY, FINANCING, AND INSURANCE. THE AIM OF THE SERIES IS TO PROMOTE PUBLIC-PRIVATE COOPERATION, INCREASE AWARENESS OF MEDICAL TECHNOLOGIES AND INNOVATION, ENCOURAGE REGULATORY HARMONIZATION AND COLLABORATION, AND SHARE BEST PRACTICES IN HEALTH FINANCING. IN 2023, THE ANTI-CORRUPTION WORKING GROUP LAUNCHED THE FIFTH EDITION OF THE CAPACITY TO COMBAT CORRUPTION (CCC) INDEX. THE CCC INDEX WAS LAUNCHED IN 2019 TO ASSESS LATIN AMERICAN COUNTRIES' ABILITY TO DETECT, PUNISH, AND PREVENT CORRUPTION. THE FIFTH EDITION OF THE CCC INDEX COVERED 15 LATIN AMERICAN COUNTRIES, PROVIDING YEAR-ON-YEAR COMPARISONS IN ALL CASES. COUNTRIES WITH A HIGHER SCORE ARE DEEMED MORE LIKELY TO SEE CORRUPT ACTORS PROSECUTED AND PUNISHED. FORM 990, PART VI, SECTION A, LINE 2 CHAIRMAN EMERITUS JOHN D. NEGROPONTE AND DIRECTOR THOMAS F. MCLARTY III, HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 5 IN JULY OF 2023, THE SOCIETY EXPERIENCED A DATA SECURITY INCIDENT. UPON DISCOVERY, MANAGEMENT TOOK IMMEDIATE RECOVERY AND REMEDIATION ACTIONS. COSTS RELATED TO THIS EVENT HAVE BEEN REPORTED ON THE 2023 STATEMENT OF ACTIVITIES AS OTHER NONOPERATING COSTS TOTALING $433,944. AS A RESULT, THE SOCIETY HAS WORKED DILIGENTLY TO IMPROVE SECURITY MEASURES, RESTRUCTURE INFORMATION TECHNOLOGY SYSTEMS AND CONTROLS AND RELATED GOVERNANCE. FORM 990, PART VI, SECTION B, LINE 11B MEETINGS ARE HELD BETWEEN MANAGEMENT, AUDITORS AND THE MEMBERS OF THE AUDIT COMMITTEE TO REVIEW SIGNIFICANT CHANGES TO FORM 990 AND INFORMATION REQUIRED FOR THE RETURN- INCLUDING SUPPLEMENTAL INFORMATION, NARRATIVES AND GOVERNANCE POLICIES. FINANCE DEPARTMENT PREPARES FINANCIAL SUMMARIES, SUPPORTING SCHEDULES AND RELATED INFORMATION AND COORDINATES WITH OTHER DEPARTMENTS WITHIN THE ORGANIZATION TO PREPARE ANY OTHER NECESSARY INFORMATION. ALL COMPLETED TAX RETURN INFORMATION IS SUBMITTED TO THE ORGANIZATION'S AUDITORS IN ORDER TO PREPARE AN ACCURATE AND COMPLETE RETURN. UPON COMPLETION OF THE TAX RETURN BY THE AUDITORS, MANAGEMENT REVIEWS THE TAX RETURN IN DETAIL FOR ANY FINAL CHANGES. A COPY OF FORM 990 IS PROVIDED ELECTRONICALLY TO ALL BOARD MEMBERS FOR REVIEW AND COMMENTS. ANY FINAL CHANGES ARE MADE TO FORM 990 AND THE RETURN IS FILED TIMELY. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS, OFFICERS, KEY PERSONS AND EMPLOYEES MUST EXERCISE THEIR RESPONSIBILITIES WITH LOYALTY AND CARE TO THE SOCIETY AND SHALL NOT USE THEIR POSITIONS FOR PERSONAL ADVANTAGE OR FOR THE ADVANTAGE OF THEIR FAMILIES. TO SERVE LOYALLY, EACH INTERESTED PERSON SHALL IDENTIFY AND BE CONSCIOUS OF CONFLICTS BETWEEN THE SOCIETY'S INTERESTS AND SUCH PERSON'S PERSONAL INTERESTS OR ANY INTEREST, DIRECT OR INDIRECT, WHICH MIGHT AFFECT, OR MIGHT REASONABLY BE THOUGHT TO AFFECT, A PERSONS' JUDGMENT OR THE CONDUCT OF SUCH PERSON. EACH INTERESTED PERSON SHALL ACT WITH CANDOR AND CARE IN DISCLOSING AND RESOLVING SUCH CONFLICTS AND ACKNOWLEDGE AND DISCHARGE HIS OR HER DUTY TO DISCLOSE ACTUAL AND POTENTIAL CONFLICTS OF INTEREST. THIS CONFLICT OF INTEREST POLICY APPLIES WHENEVER THERE IS ANY PROPOSED TRANSACTION, INVESTMENT, ARRANGEMENT, GRANT, PROGRAM, OR OTHER ACTIVITY IN WHICH (A) THE SOCIETY WOULD BE A PARTICIPANT AND ONE OR MORE INTERESTED PERSONS OR RELATED PARTIES, AS DEFINED BELOW, WOULD HAVE A FINANCIAL INTEREST OR (B) THERE COULD BE AN ACTUAL OR PERCEIVED CONFLICT OF INTEREST FOR SOME OTHER REASON, INCLUDING ANY TRANSACTION, INVESTMENT, ARRANGEMENT, GRANT, PROGRAM, OR OTHER ACTIVITY IN WHICH THE INTERESTS OF AN INTERESTED PERSON OR RELATED PARTY COULD BE SEEN AS COMPETING WITH THE INTERESTS OF THE SOCIETY. INTERESTED PERSONS MUST FOLLOW THE BELOW PROCEDURES WITH RESPECT TO CONFLICTS OF INTEREST: 1. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST WITH RESPECT TO AN INTERESTED PERSON OR ANY OF HIS OR HER RELATED PARTIES, THE INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE CONFLICT OF INTEREST AND ALL MATERIAL FACTS RELATED TO THE UNDERLYING PROPOSED TRANSACTION OR ARRANGEMENT TO THE BOARD OR AN AUTHORIZED COMMITTEE OF THE BOARD FOR CONSIDERATION OF THE PROPOSED TRANSACTION OR ARRANGEMENT. IN ADDITION, AN INTERESTED PERSON SHALL DISCLOSE TO THE BOARD OR AN AUTHORIZED COMMITTEE OF THE BOARD ANY PROFESSIONAL OR PERSONAL RELATIONSHIP WITH ANY VENDOR, FUNDER, OR DONOR OF THE SOCIETY THAT SUCH INTERESTED PERSON OR ANY OF HIS OR HER RELATED PARTIES MAY HAVE. 2. ANY INTERESTED PERSON OR RELATED PARTY HAVING AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST SHALL REFRAIN FROM PARTICIPATING IN OR ATTEMPTING TO INFLUENCE ANY DECISIONS OR VOTES REGARDING THE PROPOSED TRANSACTION OR ARRANGEMENT UNDER CONSIDERATION, AND SHALL RETIRE FROM THE MEETING DURING ANY DELIBERATIONS AND VOTES ON SUCH TRANSACTION OR ARRANGEMENT. AT THE REQUEST OF THE BOARD OR AUTHORIZED COMMITTEE OF THE BOARD, SUCH PERSON MAY PRESENT BACKGROUND INFORMATION OR ANSWER QUESTIONS PRIOR TO THE DELIBERATIONS OR VOTE ON SUCH TRANSACTION OR ARRANGEMENT. 3. ANY PROPOSED TRANSACTION OR ARRANGEMENT IN WHICH AN INTERESTED PERSON OR RELATED PARTY HAS A CONFLICT OF INTEREST MUST BE APPROVED BY A MAJORITY OF THE MEMBERS OF THE BOARD OR AUTHORIZED COMMITTEE OF THE BOARD, NOT INCLUDING THE INTERESTED INDIVIDUAL. IN APPROVING ANY ARRANGEMENT, THE BOARD OR AUTHORIZED COMMITTEE OF THE BOARD MUST MAKE A DETERMINATION THAT THE ARRANGEMENT IS FAIR, REASONABLE, AND IN THE SOCIETY'S BEST INTEREST. IF AN INTERESTED PERSON OR RELATED PARTY HAS A SUBSTANTIAL FINANCIAL INTEREST IN SUCH ARRANGEMENT, THE BOARD OR AUTHORIZED COMMITTEE OF THE BOARD MUST CONSIDER ALTERNATIVE TRANSACTIONS TO THE EXTENT AVAILABLE. 4. THE MINUTES OF THE MEETING OF THE BOARD OR AUTHORIZED COMMITTEE OF THE BOARD SHALL REFLECT THAT THE CONFLICT OF INTEREST WAS DISCLOSED, THE RESOLUTION OF THE CONFLICT OF INTEREST AND DETERMINATIONS MADE, AND THAT THE INTERESTED INDIVIDUAL DID NOT VOTE AND WAS NOT PRESENT DURING DELIBERATIONS AND VOTE. IF ALTERNATIVE TRANSACTIONS WERE REQUIRED TO BE CONSIDERED DUE TO THE PRESENCE OF A SUBSTANTIAL FINANCIAL INTEREST, THE MINUTES SHALL DOCUMENT SUCH CONSIDERATION AS WELL. IN ADDITION TO THE ABOVE CONFLICT PROCEDURES, INTERESTED PERSONS MAY NOT RECEIVE PAYMENTS, COMMERCIAL BENEFITS, OR GIFTS IN EXCESS OF $500 ANNUALLY FROM ANY ENTITY OR PERSON PROVIDING SERVICES OR PRODUCTS OR SEEKING TO PROVIDE SERVICES OR PRODUCTS TO THE SOCIETY UNLESS APPROVED BY THE BOARD OR AN AUTHORIZED COMMITTEE OF THE BOARD, WITHOUT PARTICIPATION FROM THE INTERESTED PERSON WHO MAY RECEIVE SUCH REMUNERATION. TO ENSURE COMPLIANCE WITH THIS CONFLICT OF INTEREST POLICY, EACH DIRECTOR, OFFICER, AND KEY EMPLOYEE SHALL AGREE TO COMPLY WITH THIS POLICY, AND COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT PRIOR TO HIS OR HER INITIAL ELECTION OR HIRING AND ANNUALLY THEREAFTER. DISCLOSURE STATEMENTS SHALL BE SUBMITTED TO THE CORPORATE SECRETARY OF THE SOCIETY OR A DESIGNATED COMPLIANCE OFFICER. THE BOARD OR AN AUTHORIZED COMMITTEE OF THE BOARD WILL HAVE THE RESPONSIBILITY FOR ENSURING COMPLIANCE WITH THIS POLICY, ADMINISTERING THE ANNUAL DISCLOSURE STATEMENT AND MAKING DECISIONS AS REQUIRED TO AVOID CONFLICTS OF INTEREST. THE BOARD WILL ALSO REVIEW AND REVISE THIS POLICY AS NEEDED. FORM 990, PART VI, SECTION B, LINE 15 THE AMERICAS SOCIETY WORKS IN CONJUNCTION WITH THE COUNCIL OF THE AMERICAS IN DETERMINING THE COMPENSATION OF THE PRESIDENT / CEO AND OTHER STAFF. THE ORGANIZATION'S EXECUTIVE & FINANCE COMMITTEE IS RESPONSIBLE FOR REVIEWING AND APPROVING THE COMPENSATION OF THE PRESIDENT/CEO. THE PRESIDENT/CEO IS A MEMBER OF THE EXECUTIVE COMMITTEE BUT IS NOT INVOLVED IN THIS COMPENSATION PROCESS IN ORDER TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST. THE PRESIDENT/CEO'S COMPENSATION WAS LAST ADJUSTED AFTER REVIEW BY THE EXECUTIVE COMMITTEE IN DECEMBER 2014. THE PRESIDENT/CEO'S COMPENSATION WAS REVIEWED BY THE FINANCE COMMITTEE AND CHAIRMAN IN DECEMBER 2022 AND REMAINED UNCHANGED. AS PART OF EACH REVIEW, THE SALARY OF THE PRESIDENT/CEO WAS COMPARED TO OTHER CONTEMPORANEOUS, OUTSIDE INDEPENDENT COMPENSATION DATA COVERING COMPARABLE POSITIONS AT OTHER INSTITUTIONS. AT THE END OF EACH YEAR, THE FINANCE COMMITTEE EVALUATES THE PRESIDENT'S ANNUAL PERFORMANCE ALONG WITH ANY RELATED BONUS FOR THE PRESIDENT AS WELL AS ANY BONUS POOL FOR STAFF. THE PRESIDENT/CEO'S BONUS FOR FY2021 WHICH WAS REVIEWED AND APPROVED BY THE TREASURER AND CHAIRMAN ON 12/8/2021 WITHOUT PARTICIPATION FROM THE PRESIDENT/CEO. THIS BONUS WAS PAID OUT IN JANUARY 2022. THERE WAS NO BONUS IN FY22 OR FY23. THE PROCESS FOR DETERMINING COMPENSATION AND RELATED BONUS IS DOCUMENTED IN THE MINUTES OF THE FINANCE COMMITTEE. THE ORGANIZATION'S MANAGEMENT IS RESPONSIBLE FOR PREPARING AND PERIODICALLY UPDATING THE ORGANIZATION'S REPORT WHICH BENCHMARKS POSITIONS WITHIN THE ORGANIZATION. THE REPORT INCLUDES SALARY INFORMATION OBTAINED FROM OTHER INDEPENDENT SOURCES, INCLUDING FORM 990'S OF OTHER SIMILAR ORGANIZATIONS INFORMATION FROM DETAILED SALARY SURVEYS AND MANAGEMENT COMPENSATION REPORTS OBTAINED FROM INDEPENDENT THIRD-PARTIES RELATING TO NOT-FOR-PROFITS ORGANIZATIONS AND IS REVIEWED BY THE FINANCE COMMITTEE. THE PRESIDENT/CEO, WITH INPUT FROM SENIOR MANAGEMENT TEAM AS APPROPRIATE, IS RESPONSIBLE FOR DETERMINING THE SALARIES OF STAFF WITHIN THE GUIDELINES OF THE BENCHMARKING PARAMETERS. BENCHMARKING INFORMATION WAS LAST REVIEWED BY THE FINANCE COMMITTEE AT ITS OCTOBER 2022 MEETING AND DOCUMENTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE FOR PUBLIC INSPECTION. THIS INFORMATION CAN BE OBTAINED BY CONTACTING THE CHIEF FINANCIAL OFFICER AT 212-277-8320. SUMMARIZED ANNUAL FINANCIAL STATEMENTS ARE ALSO PROVIDED IN THE ORGANIZATION'S WEBSITE AND GUIDESTAR.ORG. FORM 990, PART VII, SECTION A, COLUMN (A): THE ORGANIZATION HAS SHARED EMPLOYEE ARRANGEMENTS WITH COUNCIL OF THE AMERICAS, INC. THE FOLLOWING EMPLOYEES ARE PAID BY AMERICAS SOCIETY, BUT A PORTION OF THEIR COMPENSATION IS ALLOCATED AND CHARGED TO COUNCIL OF THE AMERICAS. SINCE W-2S ARE ISSUED BY AMERICAS SOCIETY, THE ENTIRE AMOUNT OF THEIR COMPENSATION IS REPORTED IN PART VII AND SCHEDULE J AS REPORTABLE COMPENSATION FROM THE ORGANIZATION. THE ALLOCATIONS ARE AS FOLLOWS: NAME: SUSAN L. SEGAL TITLE: PRESIDENT & CEO COMPENSATION ALLOCATED TO AMERICAS SOCIETY: $181,363 AVERAGE HOURS PER WEEK: 20 COMPENSATION ALLOCATED TO COUNCIL OF THE AMERICAS: $283,073 AVERAGE HOURS PER WEEK: 30 NAME: PETER J. REILLY TITLE: CFO/ VICE PRESIDENT/ CORPORATE SECRETARY COMPENSATION ALLOCATED TO AMERICAS SOCIETY: $119,098 AVERAGE HOURS PER WEEK: 18 COMPENSATION ALLOCATED TO COUNCIL OF THE AMERICAS: $185,889 AVERAGE HOURS PER WEEK: 27 NAME: CARIN ZISSIS TITLE: EDITOR-IN-CHIEF, AS/COA ONLINE COMPENSATION ALLOCATED TO AMERICAS SOCIETY: $74,784 AVERAGE HOURS PER WEEK: 18 COMPENSATION ALLOCATED TO COUNCIL OF THE AMERICAS: $116,725 AVERAGE HOURS PER WEEK: 27 NAME: GUILLERMO ZUBILLAGA TITLE: CHIEF INFORMATION OFFICER / SR. DIRECTOR PUBLIC POLICY PROGRAMS COMPENSATION ALLOCATED TO AMERICAS SOCIETY: $0 AVERAGE HOURS PER WEEK: 1 COMPENSATION ALLOCATED TO COUNCIL OF THE AMERICAS: $164,081 AVERAGE HOURS PER WEEK: 44 NAME: MARICELA CRESPI TITLE: ACCOUNTING SUPERVISOR COMPENSATION ALLOCATED TO AMERICAS SOCIETY: $49,895 AVERAGE HOURS PER WEEK: 18 COMPENSATION ALLOCATED TO COUNCIL OF THE AMERICAS: $77,875 AVERAGE HOURS PER WEEK: 27 FORM 990, PART XI, LINE 9: WRITE OFF OF UNCOLLECTIBLE PLEDGE -8,000. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS DID NOT CHANGE FROM THE PRIOR YEAR.