2025-11-15T19:20:16-06:00 2024-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990 2024-01-01 132569185 AMERICAS SOCIETY INC AMER 2122778320 680 PARK AVENUE NEW YORK NY 10065 SUSAN L SEGAL PRESIDENT & CEO 2122778320 2025-11-17 1 1 EVA MRUK P00543254 2122862600 2025-11-14 2024 2025-03-06 01:10:19Z SUSAN L SEGAL 680 PARK AVENUE NEW YORK NY 10065 35854740 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. 26 25 96 28 -18912 0 2446854 2044250 28670 29757 2098586 7446181 -7232 9261 4566878 9529449 0 0 0 0 3312251 3396679 0 0 547151 3219952 2656024 6532203 6052703 -1965325 3476746 70021187 73650888 1132919 1773751 68888268 71877137 X SEE SCHEDULE O 0 0 1969500 0 10835 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 2024, 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 ACROSS THE WESTERN HEMISPHERE 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 AS/COA, 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 8,000 LISTENERS PER MONTH. LAUNCHED IN MARCH 2020, THE AQ PODCAST FOCUSES ON INTERVIEWS WITH EXPERTS AND POLICY MAKERS FROM ACROSS THE HEMISPHERE.IN 2024, AQ DELIVERED QUALITY POLITICAL ANALYSIS THROUGH ITS QUARTERLY SPECIAL REPORTS AND WEEKLY ONLINE PIECES. OVER THE COURSE OF THE YEAR, AQ PUBLISHED FOUR ISSUES: LATIN AMERICA'S ELECTION SUPER-CYCLE, LATIN AMERICA'S PORTS, WHAT THE U.S. ELECTION MEANS FOR LATIN AMERICA, AND FOOD SECURITY IN LATIN AMERICA.ISSUE 1 REVIEWED 2024 AS THE BIGGEST ELECTION YEAR IN HUMAN HISTORY, AS 4 BILLION PEOPLE, OR ABOUT HALF THE PLANET'S POPULATION, WERE SET TO CAST A BALLOT. IN LATIN AMERICA, THE SO-CALLED SUPER-CYCLE SHAPED SIX PRESIDENTIAL ELECTIONS IN MEXICO, EL SALVADOR, PANAMA, VENEZUELA, URUGUAY AND THE DOMINICAN REPUBLIC. THE ISSUE SHED LIGHT PARTICULARLY ON MEXICO'S CONTEST BETWEEN CLAUDIA SHEINBAUM, MEXICO CITY'S MAYOR, AND XOCHITL GALVEZ, THE LEADER OF A DIVERSE COALITION.ISSUE 2 WAS DEDICATED TO EXPLAINING THE RACE TO CONTROL PORTS IN SOUTH AMERICA, WITH A PARTICULAR FOCUS ON CHILE. CHINA EXPRESSED INTEREST IN BUILDING A PORT COMPLEX NEAR THE STRAIT'S ATLANTIC MOUTH JUST ACROSS CHILE'S BORDER IN ARGENTINA, AND OTHER COUNTRIES WERE ALSO EMBARKING ON A RACE TO IMPROVE THEIR MARITIME INFRASTRUCTURE. MONTEVIDEO WAS UNDERGOING A $500 MILLION EXPANSION THAT WOULD MORE THAN DOUBLE INTERNATIONAL CARGO VOLUME. OIL-RICH GUYANA WAS BUILDING OUT GEORGETOWN. THE BIGGEST PROJECT IS IN PERU, WHERE CHINESE STATE-OWNED COSCO SHIPPING WAS SET TO DEBUT THE FIRST PHASE OF ITS $3.5 BILLION CHANCAY SEAPORT NEAR LIMA, WHILE ECUADOR'S GUAYAQUIL, BRAZIL'S SANTOS AND CHILE'S SAN ANTONIO, REMAINED DOGGED BY INEFFICIENCIES AND CAPACITY CONSTRAINTS - AS WELL AS RISING ORGANIZED CRIME AS CARTELS BATTLE OVER LUCRATIVE SMUGGLING ROUTES.IN ISSUE 3, WE DELVED INTO THE U.S. PRESIDENTIAL ELECTION AND ITS IMPLICATIONS FOR LATIN AMERICA. WE ASKED FORMER ADVISERS TO BOTH PRESIDENT JOE BIDEN AND FORMER PRESIDENT DONALD TRUMP TO EXPLAIN WHAT ANOTHER TERM FOR THEIR ONETIME BOSS WOULD MEAN FOR THE REGION. MAURICIO CLAVER-CARONE (TRUMP'S CAMP), RICARDO ZUNIGA, AND NICHOLAS ZIMMERMAN ON THE DEMOCRATIC TICKET REVIEWED PRESSING TOPICS SUCH AS IMMIGRATION, DRUG TRAFFICKING, NEARSHORING, AND INFRASTRUCTURE INVESTMENT.ISSUE 4 WAS DEVOTED TO ANALYZING LATIN AMERICA'S FOOD SECURITY, STARTING WITH THE FACT THAT THE REGION PRODUCES MORE THAN 60% OF THE PLANET'S SOY AND A QUARTER OF ITS COW BEEF AND CHICKEN, WHILE NEVERTHELESS FACING SERIOUS CHALLENGES IN FEEDING ITS OWN POPULATION. OUR REPORT SHOWED THAT NEARLY 30% OF LATIN AMERICANS ARE ESTIMATED TO SUFFER FROM FOOD INSECURITY - AN INCREASE OF SIX PERCENTAGE POINTS FROM A DECADE AGO.THROUGH ITS SIGNATURE LATIN AMERICAN CITIES CONFERENCES, AS 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, MEXICO, ARGENTINA, GUATEMALA AND BRAZIL. THEY FEATURED KEYNOTE REMARKS AND PANEL DISCUSSIONS ON TOPICS SUCH AS ENERGY TRANSITION, JOB CREATION, OPPORTUNITIES FOR TECHNOLOGICAL INNOVATION, AND ECONOMIC ACTIVITY THROUGH 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 2024 LATIN AMERICAN CITIES CONFERENCES WERE GUATEMALA'S PRESIDENT BERNARDO AREVALO; GUATEMALA'S MINISTER OF ECONOMY GABRIELA GARCIA-QUINN; GUATEMALA'S MINISTER OF PUBLIC FINANCES JONATHAN MENKOS; MEXICO'S THEN-SECRETARY OF ECONOMY RAQUEL BUENROSTRO; MEXICO'S THEN-SECRETARY OF FINANCE AND PUBLIC CREDIT ROGELIO RAMIREZ DE LA O; CHILE'S MINISTER OF FINANCE MARIO MARCEL; CHILE'S THEN-U.S. AMBASSADOR TO CHILE BERNADETTE M. MEEHAN; CEO OF PRIME ENERGIA CHILE JOSE AROSA; PRESIDENT OF BANCO DO BRASIL TARCIANA MEDEIROS; BRAZIL'S EXECUTIVE SECRETARY OF THE MINISTRY OF WOMEN MARIA HELENA GUAREZI; ARGENTINA'S PRESIDENT JAVIER MILEI; ARGENTINA'S MINISTER OF SECURITY PATRICIA BULLRICH; AND ARGENTINA'S CHIEF OF THE CABINET OF MINISTERS GUILLERMO FRANCOS.THE LATIN AMERICAN CITIES CONFERENCE BUENOS AIRES WAS AS/COA'S MOST-ATTENDED CONFERENCE IN THE REGION, WITH 871 PEOPLE ATTENDING THE EVENT. IN CONJUNCTION WITH THE PUBLIC LATIN AMERICAN CITIES CONFERENCES, THE AMERICAS SOCIETY COHOSTED SEVERAL INVITATION-ONLY ELITE EVENTS TO GUESTS WITH SENIOR HEMISPHERIC OFFICIALS AND BUSINESS LEADERS FOR INTIMATE, OFF-THE-RECORD PROGRAMS. THESE PROGRAMS PROVIDE AN IDEAL SETTING FOR CONSTITUENTS TO ENGAGE WITH INVITED GUESTS ON INVESTMENT OPPORTUNITIES AND CRITICAL HEMISPHERIC ISSUES.ALSO IN 2024, AMERICAS SOCIETY COHOSTED AN EXCLUSIVE PROGRAM IN MEXICO CITY WITH THEN-PRESIDENTIAL CANDIDATE CLAUDIA SHEINBAUM, WHO SPOKE ABOUT HER ECONOMIC PLANS FOR THE COUNTRY AND HER VISION ON INVESTMENT, JOB CREATION AND SECURITY. AS PART OF THE PRESIDENTS OF THE AMERICAS SERIES, THE SOCIETY COHOSTED PROGRAMS FOR LATIN AMERICAN HEADS OF STATE FOR AN OPPORTUNITY TO SPEAK ON THEIR COUNTRIES' INVESTMENT OPPORTUNITIES AND CURRENT ECONOMIC AND POLITICAL ENVIRONMENTS. IN 2024, AS COHOSTED PRIVATE IN-PERSON PROGRAMS WITH PANAMA'S PRESIDENT JOSE RAUL MULINO; PARAGUAY'S PRESIDENT SANTIAGO PENA; SURINAME'S PRESIDENT CHAN SANTOKHI; GUYANA'S PRESIDENT IRFAAN ALI; ECUADOR'S PRESIDENT DANIEL NOBOA; GUATEMALA'S PRESIDENT BERNARDO AREVALO; EL SALVADOR'S PRESIDENT NAYIB BUKELE; COLOMBIA'S PRESIDENT GUSTAVO PETRO AND THE DOMINICAN REPUBLIC'S PRESIDENT LUIS ABINADER. 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 WAS 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. IN 2024, WHN HELD IN-PERSON EVENTS WITH BUSINESS LEADERS, CENTERING ON THEMES SUCH AS WOMEN'S EMPOWERMENT, CAREER ADVANCEMENT, AND CHALLENGES FACED IN PROFESSIONAL TRAJECTORIES. THE WHN FORUM IN MIAMI, HELD APRIL 5, FOCUSED ON GENDER REPRESENTATION ACROSS DISCIPLINES AND INDUSTRIES. THE EVENT HAD THE PARTICIPATION OF ALMOST 100 BUSINESS LEADERS AND ALLIES, AND IT INCLUDED A PANEL DISCUSSION ON WOMEN AS PIONEERS IN COMPETITIVE FIELDS AND A KEYNOTE CONVERSATION ON MOVING INTO PUBLIC SERVICE.DURING THE WHN CONFERENCE IN SAO PAULO, ALMOST 130 PRIVATE- AND PUBLIC-SECTOR LEADERS GATHERED TO TALK ABOUT CAREER ADVANCEMENT IN THE CONTEXT OF BRAZIL'S G20 PRESIDENCY. THE FIRST PANEL FOCUSED ON THE IMPACT OF THE G20 AGENDA ON WOMEN'S PARTICIPATION IN THE LABOR MARKET. THE CONFERENCE INCLUDED A SECOND PANEL THAT CENTERED AROUND THE ROLE OF WOMEN IN THE SUSTAINABLE DEVELOPMENT AGENDA. 1180887 0 12471 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 2024, THE ART AT AMERICAS SOCIETY PROGRAM PRESENTED THREE EXHIBITIONS AND 11 PUBLIC PROGRAMS. PART II OF THE TWO-PART EXHIBITION, EL DORADO: MYTHS OF GOLD WAS ON DISPLAY FROM JANUARY THROUGH MAY 2024. THE EXHIBITION SHOWCASED ARTWORKS BY MORE THAN 60 ARTISTS THAT CHALLENGE, REINFORCE, AND QUESTION THE CONTINUITY OF THE MYTH OF EL DORADO INTO THE PRESENT. THE SHOW INCLUDED PAINTINGS, PRINTS, PHOTOGRAPHS, SCULPTURES, ENGRAVINGS, AND VIDEOS THAT OFFER NEW INTERPRETATIONS AND QUESTIONS ABOUT THE MYTH FROM A HEMISPHERIC LENS. THE NEW YORK TIMES INCLUDED THIS EXHIBITION IN ITS "BEST ART OF 2024" LIST.IN JUNE 2024, ALEJANDRA SEEBER: INTERIOR WITH LANDSCAPES OPENED AT AMERICAS SOCIETY. THE FIRST SOLO INSTITUTIONAL PRESENTATION OF THE ARGENTINE ARTIST IN NEW YORK SHOWCASED BOLDLY COLORFUL PAINTINGS DEPICTING DOMESTIC INTERIORS THAT HIGHLIGHT THE TENSION BETWEEN REPRESENTATION AND ABSTRACTION. TO GUIDE THE VIEWERS THROUGH HER WORKS, THE SHOW WAS ACCOMPANIED BY MINIGOLF INSTALLATIONS ACROSS THE GALLERY. THE EXHIBITION WAS COVERED BY HYPERALLERGIC, ARTE AL DIA, AND CLARIN.THE APPEARANCE: ART OF THE ASIAN DIASPORA IN LATIN AMERICA & THE CARIBBEAN WAS ON VIEW FROM SEPTEMBER THROUGH DECEMBER 2024. THE EXHIBITION HIGHLIGHTED THE ARTISTIC PRODUCTION OF THE ASIAN DIASPORA IN THE REGION FROM THE 1950S TO THE PRESENT. FOCUSING ON POSTWAR AND CONTEMPORARY ART, THE SHOW INCLUDED WORKS OF 29 ARTISTS FROM 15 COUNTRIES WORKING IN A RANGE OF ARTISTIC MEDIUMS INCLUDING PAINTING, SCULPTURE, PERFORMANCE, PHOTOGRAPHY, AND VIDEO. THE NEW YORK TIMES, THE BROOKLYN RAIL, EFE, AND HYPERALLERGIC WROTE ABOUT THE APPEARANCE.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. IN 2024, AMERICAS SOCIETY HOSTED TWO IN THE STUDIO CONVERSATIONS, FEATURING NOTABLE GUESTS SUCH AS ARTISTS FERNANDO BRYCE, PRISCILLA MONGE, KAREN LOFGREN, AND VICENTE TELLES. 706400 0 40 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 IN-PERSON CONCERTS AND UNLIMITED ACCESS TO ONLINE CONTENT, INCLUDING FULL-LENGTH PERFORMANCES AND DAILY VIRTUAL VIDEOS. IN 2024, OVER 1,500 PEOPLE ATTENDED MUSIC OF THE AMERICAS' CONCERTS IN PERSON.HIGHLIGHTS OF THE 2024 SERIES INCLUDED A NEW COLLABORATION WITH THE MEXICAN ARTS FESTIVAL CELEBRATE MEXICO NOW, THE FIRST LIVE COLLABORATION OF MEXICAN SINGER MAGOS HERRERA AND BRAZILIAN SINGER MONICA SALMASO, A CONVERSATION AND A PERFORMANCE OF SELECTIONS FROM DANIEL CATAN'S OPERA "FLORENCIA EN EL AMAZONAS, AND A TWO-DAY FESTIVAL BY THE QUARTET MOMENTA CELEBRATING THE 150TH ANNIVERSARY OF THE BIRTH OF ICONIC COMPOSER CHARLES IVES.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 2024, THESE ONLINE SERIES RELEASED 88 VIDEOS, WHICH EARNED 2.3 MILLION VIEWS BY AUDIENCES WORLDWIDE ON THE AS/COA WEBSITE, YOUTUBE CHANNEL, AND MUSIC OF THE AMERICAS' SOCIAL MEDIA PROFILES (FACEBOOK, INSTAGRAM, AND TWITTER).MUSIC OF THE AMERICAS PROGRAMS WERE FEATURED IN THE NEW YORK TIMES, OPERA WIRE, AND NTN24, AMONG OTHER PROMINENT MEDIA OUTLETS. 615707 0 12575 AS/COA ONLINE -THE WEBSITE OF AMERICAS SOCIETY/COUNCIL OF THE AMERICAS (WWW.AS-COA.ORG) REACHED 2.7 MILLION PAGEVIEWS IN 2024 AS THE GO-TO SOURCE FOR REGIONAL ELECTION COVERAGE, POLL TRACKERS, AND NEWS ABOUT LATIN AMERICA. AS/COA'S 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, THE PODCAST MARKED ITS EIGHTH YEAR OF PRODUCTION IN 2024 AND EARNED 50,000 DOWNLOADS OVER THE YEAR.AS/COA ONLINE CONTINUES TO EXTEND THE ORGANIZATION'S IMPACT THROUGH BROADCASTING ITS PROGRAMMING ON THE WEBSITE AND SOCIAL MEDIA. PROGRAMS STREAMED ON MULTIPLE PLATFORMS, INCLUDING LIVESTREAM, TWITTER, YOUTUBE, FACEBOOK, AND INSTAGRAM. OUR FOLLOWING GREW BY 26 PERCENT ON LINKEDIN AND 57 PERCENT ON INSTAGRAM OVER THE COURSE OF THE YEAR. LINKEDIN REACHED 400,000 IMPRESSIONS WHILE INSTAGRAM REGISTERED 3.25 MILLION IMPRESSIONS. AS/COA'S INSTAGRAM REELS REACHED A TOTAL OF ROUGHLY 3 MILLION VIEWS. AS/COA'S YOUTUBE CHANNEL EARNED 615,000 VIEWS, MARKING A 75.7 PERCENT GROWTH IN VIEWERSHIP YEAR ON YEAR.IN ADDITION, AS/COA ONLINE DELIVERS CONTENT AND PROGRAMMATIC UPDATES THROUGH TWO NEWSLETTERS: NEWS & VIEWS, WHICH IS RECEIVED BY MORE THAN 54,500 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 & VISIBILITY -DURING 2024, AS/COA REGISTERED OVER 12,000 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. SEVERAL MEDIA OUTLETS, LIKE BRAZIL'S PODER360 AND ARGENTINA'S LA NACION TRANSMITTED OUR PROGRAMS LIVE ON THEIR WEBSITES, INCREASING OUR VISIBILITY AND LIVE VIEWERSHIP. AS/COA ALSO CONTINUED TO DEVELOP NEW MEDIA PARTNERSHIPS TO PROMOTE OUR EVENTS THROUGH INTERVIEWS WITH AS/COA'S LEADERS, AD BANNERS, ARTICLES, AND PODCAST AND NEWSLETTER MENTIONS. THESE COLLABORATIONS WERE DONE WITH REGIONAL OUTLETS SUCH AS BLOOMBERG LINEA; EL PAIS; DFSUD; AND ESTRATEGIA & NEGOCIOS, AS WELL AS LOCAL MEDIA OUTLETS SUCH AS CHILE'S EL MOSTRADOR; GUATEMALA'S PRENSA LIBRE; MEXICO'S EL FINANCIERO; AND BRAZIL'S EXAME.NOTABLE MEDIA COVERAGE INCLUDED APPEARANCES IN THE NEW YORK TIMES, THE WASHINGTON POST, THE WALL STREET JOURNAL, THE BOSTON GLOBE, AGENCIA EFE, AGENCE FRANCE-PRESSE, ASSOCIATED PRESS, BBC NEWS, BBC NEWS BRASIL, BLOOMBERG, CNN, CNN EN ESPANOL, CNN BRASIL, EL ECONOMISTA, EL PAIS, EL TIEMPO, FOREIGN POLICY, AXIOS, FINANCIAL TIMES, FORBES, THE TELEGRAPH, INFOBAE, LA NACION, W RADIO, EL MERCURIO, LA TERCERA, EXCELSIOR, MIAMI HERALD, NPR, NTN24, DEUTSCHE WELLE, O GLOBO, POLITICO, REUTERS, AND VOICE OF AMERICA. 615707 0 12575 4472494 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 78 0 96 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 26 25 0 0 1 0 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 19.00 X X 464436 0 51326 ANDRES GLUSKI CHAIRMAN 2.00 X X 0 0 0 GEORGE B WEIKSNER TREASURER 1.00 X X 0 0 0 DOUGLAS ALBRECHT DIRECTOR 1.00 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 (THRU APR 2024) 1.00 X 0 0 0 PATRICIA MENENDEZ-CAMBO DIRECTOR 1.00 X 0 0 0 RICARDO MORA DIRECTOR 1.00 X 0 0 0 ALI MOSHIRI DIRECTOR 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 GABRIEL SZPIGIEL 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 17.00 X 315894 0 49058 BRIAN WINTER VP, POLICY & EDITOR-IN-CHIEF, AQ 45.00 X 343592 0 79727 GUILLERMO ZUBILLAGA-SEE SCH O CIO/SR. DIRECTOR, PUBLIC POLICY PROGRAMS 1.00 X 177624 0 46038 CARIN ZISSIS-SEE SCHEDULE O EDITOR-IN-CHIEF, AS/COA ONLINE 17.00 X 168254 0 41651 JOSE ENRIQUE ARRIOJA VIDAL SR. DIRECTOR, POLICY/MANAGING EDITOR, AQ 45.00 X 150278 0 45438 SEBASTIAN ZUBIETA DIRECTOR, MUSIC 45.00 X 149959 0 20811 LAURA A IGLESIAS LUKIN DIRECTOR & CHIEF CURATOR, VISUAL ARTS 45.00 X 138811 0 43289 1908848 0 377338 15 0 1 0 DONALD PARTYKA 155 WEST 20TH STREET 4H NEW YORK NY 10011 DESIGN CONSULTANT 139008 PATTERSON BELKNAP WEBB & TYLER 1133 AVENUE OF THE AMERICAS NEW YORK NY 10036 LEGAL SERVICES 132600 2 37699 838840 124110 1043601 2044250 MEMBERSHIP DUES 900099 12575 12575 MAGAZINE SUBSCRIPTIONS 900099 10835 10835 PROGRAM INCOME 900099 6347 6347 29757 1361950 -18905 1380855 74 74 7950 0 7950 7950 7950 32181709 26097478 6084231 6084231 -7 6084238 217810 838840 227813 -10003 -10003 6164 0 6164 6164 ANNUITY INCOME 900099 4076 4076 REBATES 900099 1000 1000 5076 9529449 35921 -18912 7468190 761752 492306 204429 65017 1688191 1275705 227818 184668 194982 161435 17301 16246 516296 382222 57286 76788 235458 187598 24617 23243 27918 10011 17462 445 62634 62634 129253 129253 472653 355770 39740 77143 27613 27613 375233 332108 20217 22908 133440 99934 24399 9107 305979 249926 41239 14814 86979 63872 10207 12900 403568 395979 1285 6304 470712 376571 61191 32950 73495 50937 18973 3585 DATA SECURITY INCIDENT 72063 72063 BOOKS, DUES AND SUBS. 8856 7168 1096 592 EQUIP RENTAL/MAINTENANC 5628 3339 1848 441 6052703 4472494 1033058 547151 74227 232858 427741 1906280 581325 492110 42861 46794 87500 87500 227267 297861 14062207 6672897 7581380 7389310 45497425 49543239 15501461 13654936 70021187 73650888 704048 602339 15190 31289 413681 1140123 1132919 1773751 X 21972892 22095100 46915376 49782037 68888268 71877137 70021187 73650888 X 3476746 -452877 -35000 X X 0 1 X 1 0 X 1183634 3103738 2178463 2411854 2044250 10921939 1183634 3103738 2178463 2411854 2044250 10921939 54356 10867583 633260 1214149 1130277 1055322 1388879 5421887 7648 7648 13661 4702 6873 9336 5076 39648 16391122 195861 0.66300 0.68330 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: ANNUITY INCOME - 2020 AMOUNT: $ 3,606. 2021 AMOUNT: $ 3,701. 2022 AMOUNT: $ 3,872. 2023 AMOUNT: $ 3,957. 2024 AMOUNT: $ 4,076. REBATES - 2020 AMOUNT: $ 10,055. 2021 AMOUNT: $ 1,001. 2022 AMOUNT: $ 3,001. 2023 AMOUNT: $ 5,379. 2024 AMOUNT: $ 1,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 56729675 6467654 2645184 60552145 52670986 6666175 2607486 56729675 59766594 935195 -5400828 2629975 52670986 54874385 7713448 2821239 59766594 52522911 4875948 2524474 54874385 0.22394 0.27835 0.49771 0 0 885211 885211 324989 324989 0 10945457 4780528 6164929 1712118 1452750 259368 194432 114630 79802 7389310 HEDGE FUNDS 6794751 F PRIVATE EQUITY 1532678 F PRIVATE REAL ESTATE 231566 F LIMITED PARTNERSHIPS 5095941 F 13654936 CAPITAL LEASE OBLIGATIONS 67281 DUE TO COUNCIL OF THE AMERICAS, INC. 1072842 1140123 X 8947319 -452877 -452877 9400196 129253 129253 9529449 5958450 35000 35000 5923450 129253 129253 6052703 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 2024 AND 2023, 5.0% WAS APPROPRIATED TOTALING $2,645,184 AND $2,607,486, 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 2021. PART XII, LINE 2D - OTHER ADJUSTMENTS: WRITE OFF OF UNCOLLECTIBLE CONTRIBUTIONS 35,000. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENT 371063 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENT 352766 0 0 0 0 0 0 723829 0 723829 1 0 1 1 0 0 SCHEDULE F, PART IV, LINE 1: THE ORGANIZATION IS REQUIRED TO FILE FORM 926 BECAUSE IT DOES MEET THE APPLICABLE OWNERSHIP THRESHOLD OR OTHER FILING REQUIREMENTS. 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 1056650 838840 217810 147180 80633 1056650 838840 217810 147180 80633 227813 -10003 X 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 34500 0 16826 0 515762 0 0 0 BRIAN WINTER VP, POLICY & EDITOR-IN-CHIEF, AQ 324322 0 19000 0 270 0 33000 0 46727 0 423319 0 0 0 PETER J REILLY-SEE SCHEDULE O CFO/VP/CORPORATE SECRETARY 292608 0 21000 0 2286 0 29800 0 19258 0 364952 0 0 0 GUILLERMO ZUBILLAGA-SEE SCH O CIO/SR. DIRECTOR, PUBLIC POLICY PROG 163462 0 14000 0 162 0 16625 0 29413 0 223662 0 0 0 CARIN ZISSIS-SEE SCHEDULE O EDITOR-IN-CHIEF, AS/COA ONLINE 153909 0 14000 0 345 0 15529 0 26122 0 209905 0 0 0 JOSE ENRIQUE ARRIOJA VIDAL SR. DIRECTOR, POLICY/MANAGING EDITOR 143004 0 6500 0 774 0 3825 0 41613 0 195716 0 0 0 LAURA A IGLESIAS LUKIN DIRECTOR & CHIEF CURATOR, VISUAL ART 132631 0 6000 0 180 0 13908 0 29381 0 182100 0 0 0 SEBASTIAN ZUBIETA DIRECTOR, MUSIC 144185 0 5000 0 774 0 14739 0 6072 0 170770 0 0 0 PART I, LINE 7 INDIVIDUALS REPORTED ON SCHEDULE J, PART II RECEIVED A DISCRETIONARY YEAR-END BONUS FOR 2024 FROM A BONUS POOL APPROVED BY THE FINANCE COMMITTEE IN DECEMBER 2024 AND ALLOCATED BY THE PRESIDENT/CEO. THESE AMOUNTS ARE 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.: $287,022 NAME: PETER J. REILLY TITLE: CFO/ VICE PRESIDENT/ CORPORATE SECRETARY COMPENSATION ALLOCATED TO COUNCIL OF THE AMERICAS, INC.: $195,223 NAME: GUILLERMO ZUBILLAGA TITLE: CHIEF INFORMATION OFFICER / SR. DIRECTOR PUBLIC POLICY PROGRAMS COMPENSATION ALLOCATED TO COUNCIL OF THE AMERICAS, INC.: $177,624 NAME: CARIN ZISSIS TITLE: EDITOR-IN-CHIEF, AS/COA ONLINE COMPENSATION ALLOCATED TO COUNCIL OF THE AMERICAS, INC.: $103,981 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. AMERICAS QUARTERLY, IS AN EDITORIALLY INDEPENDENT PUBLICATION NOT-FOR-PROFIT PUBLICATION DEDICATED TO POLITICS, BUSINESS, AND CULTURE IN THE AMERICAS. 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. 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 2024, AS PART OF VENEZUELA WORKING GROUP PROGRAMMING, THE LEADERS OF VENEZUELA'S OPPOSITION, EDMUNDO GONZALEZ URRUTIA AND MARIA CORINA MACHADO, SPOKE VIRTUALLY WITH CONSTITUENTS AT AN EVENT IN SEPTEMBER. ALSO, IN PARTNERSHIP WITH AS/COA'S YOUNG PROFESSIONALS OF THE AMERICAS (YPA) - A MEMBER INITIATIVE THAT PROVIDES A PLATFORM FOR YOUNG PROFESSIONALS TO CONNECT AROUND THE LATEST TRENDS IN THE AMERICAS THROUGH ITS NEW YORK CITY, MIAMI, AND WASHINGTON, DC CHAPTERS - MEMBERS AND THE PUBLIC IN GENERAL WERE INVITED TO WATCH A SCREENING OF THE DOCUMENTARY A DANGEROUS ASSIGNMENT: UNCOVERING CORRUPTION IN VENEZUELA. 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 2024, CWG HOSTED AN IN-PERSON DISCUSSION IN MIAMI LED BY A PROMINENT CUBAN ECONOMIST, RICARDO TORRES-PEREZ, ALONG WITH OTHER EXPERTS ON THE ISLAND'S PRIVATE SECTOR. THE PROGRAM EXPLORED THE CURRENT STATE OF THE CUBAN PRIVATE SECTOR, THE IMPORTANCE OF THAT SECTOR IN CUBA'S FOREIGN TRADE, AND THE RECENTLY ANNOUNCED REGULATIONS FROM THE GOVERNMENT. IN FEBRUARY, THE GROUP HELD AN IN-PERSON, PRIVATE, OFF-THE-RECORD BREAKFAST, WITH LEADING CUBAN ENTREPRENEURS TO TALK ABOUT THE LATEST DEVELOPMENTS IN THE ISLAND'S PRIVATE SECTOR. AMONG THE PARTICIPANTS WERE CUBA EMPRENDE FOUNDATION CHAIR JOHN MCINTIRE, MANDAO'S CEO AND CO-FOUNDER MARTA DEUS, AND GSI GENERAL SOFTWARE INC. CEO ALAIN GAROFALO. 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 HIGHLIGHTS BEST PRACTICES IN ADDRESSING 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 2024, AS PART OF THE DIGITAL & DATA GOVERNANCE SERIES, AS/COA HOSTED AN ON-THE-RECORD VIRTUAL ROUNDTABLE IN JULY ABOUT THE FUTURE OF EDUCATION AND SKILLING IN CENTRAL AMERICA, IN PARTNERSHIP WITH PORTAFOLIO INMOBILIARIO. SPEAKERS EXAMINED INNOVATIVE AI-DRIVEN SOLUTIONS FOR EDUCATIONAL CHALLENGES, SHARED BEST PRACTICES, AND CHARTED A PATH FORWARD FOR LEVERAGING AI IN THE WORKPLACE TO MEET THE EVOLVING NEEDS OF THE REGION'S WORKFORCE. IN OCTOBER, AS/COA HOSTED A DIGITAL & DATA GOVERNANCE SERIES ROUNDTABLE IN BOGOTA TO DISCUSS BEST PRACTICES AND COLLABORATIVE STRATEGIES TO LEVERAGE THE BENEFITS OF EMERGING TECHNOLOGIES WHILE PROACTIVELY MINIMIZING POTENTIAL RISKS. THE ROUNDTABLE CONVENED KEY STAKEHOLDERS FROM BOTH THE PRIVATE AND PUBLIC SECTORS IN COLOMBIA LEADING THE RESPONSIBLE INTEGRATION OF EMERGING TECHNOLOGIES SUCH AS ARTIFICIAL INTELLIGENCE. SPEAKERS INCLUDED MARIA LUCIA FLOREZ JIMENEZ OF COLOMBIA'S MINISTRY OF INFORMATION AND COMMUNICATION TECHNOLOGIES AND MAURICIO AGUDELO OF THE DEVELOPMENT BANK OF LATIN AMERICA AND THE CARIBBEAN. 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 2024, AS PART OF THE SERIES, AS/COA HELD SEVERAL HEALTHCARE DIALOGUES, AN ESSENTIAL PLATFORM FOR FOSTERING IN-DEPTH CONVERSATIONS ON THE STATE OF HEALTHCARE IN LATIN AMERICA AND THE CARIBBEAN. THROUGHOUT THE YEAR THE CONVERSATIONS TOOK PLACE IN BRAZIL, COLOMBIA, DOMINICAN REPUBLIC, GUATEMALA, AND MEXICO, OFFERING CONSTITUENTS OPPORTUNITIES TO ENGAGE DIRECTLY WITH LOCAL STAKEHOLDERS. THESE WERE A COMBINATION OF PUBLIC PANEL DISCUSSIONS AND PRIVATE OFF-THE-RECORD MEETINGS DONE WITH THE GOAL OF DEEPENING UNDERSTANDING OF KEY ISSUES, IDENTIFYING COLLABORATIVE SOLUTIONS, AND SETTING THE STAGE FOR FUTURE HEALTHCARE ADVANCEMENTS IN LATIN AMERICA AND THE CARIBBEAN. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS OF THE AMERICAS SOCIETY WERE AMENDED TO REMOVE THE CURRENT TERM LIMIT PROVISIONS APPLICABLE TO DIRECTORS AND OFFICERS IN THE CORPORATION'S BYLAWS. 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 MOST RECENTLY IN JANUARY 2025 AND PREVIOUSLY IN DECEMBER 2022 AND REMAINED UNCHANGED - WITH NO INCREASE AT HER REQUEST. AS PART OF THE 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 LAST BONUS FOR FY2021 WAS REVIEWED AND APPROVED BY THE TREASURER AND CHAIRMAN ON 12/8/2021 WITHOUT PARTICIPATION FROM THE PRESIDENT/CEO. AT THE PRESIDENT/CEO'S REQUEST, THERE HAVE BEEN NO BONUSES PAID IN SUBSEQUENT YEARS. THE PROCESS FOR DETERMINING COMPENSATION AND RELATED BONUS IS DOCUMENTED IN THE MINUTES OF THE FINANCE COMMITTEE. THE FINANCE COMMITTEE REVIEWS THE COMPENSATION OF KEY EMPLOYEES AND OTHER MEMBERS OF THE SENIOR TEAM. MANAGEMENT IS RESPONSIBLE FOR PREPARING AND PERIODICALLY UPDATING THE BENCHMARKING REPORT WHICH INCLUDES SENIOR 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. THE PRESIDENT/CEO, WITH INPUT FROM COMMITTEE 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 JANUARY 2025 MEETING AND DOCUMENTED IN THE MINUTES OF THE MEETING. 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. FINANCIAL INFORMATION IS ALSO PROVIDED ON 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: $177,414 AVERAGE HOURS PER WEEK: 19 COMPENSATION ALLOCATED TO COUNCIL OF THE AMERICAS: $287,022 AVERAGE HOURS PER WEEK: 31 NAME: PETER J. REILLY TITLE: CFO/ VICE PRESIDENT/ CORPORATE SECRETARY COMPENSATION ALLOCATED TO AMERICAS SOCIETY: $120,671 AVERAGE HOURS PER WEEK: 17 COMPENSATION ALLOCATED TO COUNCIL OF THE AMERICAS: $195,223 AVERAGE HOURS PER WEEK: 28 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: $177,624 AVERAGE HOURS PER WEEK: 44 NAME: CARIN ZISSIS TITLE: EDITOR-IN-CHIEF, AS/COA ONLINE COMPENSATION ALLOCATED TO AMERICAS SOCIETY: $64,273 AVERAGE HOURS PER WEEK: 17 COMPENSATION ALLOCATED TO COUNCIL OF THE AMERICAS: $103,981 AVERAGE HOURS PER WEEK: 28 FORM 990, PART XI, LINE 9: WRITE OFF OF UNCOLLECTIBLE PLEDGE -35,000. FORM 990, PART XII, LINE 2C: THE SOCIETY HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE ANNUAL AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF ITS INDEPENDENT ACCOUNTANT. THIS PROCESS DID NOT CHANGE FROM THE PRIOR YEAR.