ANGEL CAPITAL ASSOCIATION

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

PATRICK GOUHIN

Phone

9138944700

Tax Period

2023-07-01 to 2024-06-30

ANGEL CAPITAL ASSOCIATION, founded in 2004, is a community nonprofit in the Community Improvement sector that reported $1.3M in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum.

Mission

ACA'S MISSION IS TO FUEL THE SUCCESS OF THE ACCREDITED INVESTOR COMMUNITY THROUGH ADVOCACY, EDUCATION, AND CONNECTION BUILDING. ACA PROVIDES PROFESSIONAL DEVELOPMENT, DATA ANALYTICS, INDUSTRY VOICE, PUBLIC POLICY, ADVOCACY AND AN ARRAY OF BENEFITS AND RESOURCES TO ITS MEMBERSHIP OF 14,000 INDIVIDUAL ACCREDITED INVESTORS WHO INVEST INDIVIDUALLY OR THROUGH MORE THAN 384 ANGEL GROUPS, PLATFORMS, AND FAMILY OFFICES. THE ASSOCIATION HOLDS CONFERENCES AND EVENTS, WEBINARS, IN-PERSON EDUCATION SEMINARS, RESEARCH REPORTS AND DATA ANALYTICS, AND PUBLIC POLICY INFORMATION.

Program Service Accomplishments

Program 1

HOLDING ANNUAL SUMMITS AND REGULAR REGIONAL MEETINGS OF ANGEL GROUPS. DEVELOPING BEST PRACTICES, AND INCREASING ACCESS TO DATA AND INFORMATION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $259,271

Program Service Revenue $1,005,484

Investment Income $9,066

Other Revenue $80

TOTAL REVENUE $1,273,901

Expense Breakdown

Grants Paid $0

Salaries & Benefits $671,319

Fundraising Expenses $0

Other Expenses $575,205

TOTAL EXPENSES $1,246,524

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,273,901	$1,011,659	+0.3%
Expenses	$1,246,524	$1,058,446	+0.2%
Net Income	$27,377	$-46,787	-1.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$208,732

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARCIA DAWOOD	PAST CHAIR	30.00	Officer Director	$0	$0	$0
RON WEISSMAN	CHAIR	30.00	Officer Director	$0	$0	$0
JOHN HARBISON	SECRETARY/TREASURER	30.00	Officer Director	$0	$0	$0
DAWN BATTS	DIRECTOR	10.00	Director	$0	$0	$0
EVA DOSS	DIRECTOR	10.00	Director	$0	$0	$0
MARK FRIEDMAN	DIRECTOR	10.00	Director	$0	$0	$0
KEVIN KUDRA	DIRECTOR	10.00	Director	$0	$0	$0
JOANN MACMASTER	DIRECTOR	10.00	Director	$0	$0	$0
SILVIA MAH	DIRECTOR	10.00	Director	$0	$0	$0
KRISTINA MONTAGUE	DIRECTOR	10.00	Director	$0	$0	$0
BEN NOVAK	DIRECTOR	10.00	Director	$0	$0	$0
CLAY RANKIN	DIRECTOR	10.00	Director	$0	$0	$0
RICK TIMMINS	DIRECTOR	10.00	Director	$0	$0	$0
ELI VELASQUEZ	DIRECTOR	10.00	Director	$0	$0	$0
NICOLE WASHINGTON	DIRECTOR	10.00	Director	$0	$0	$0
SANDY WOLLMAN	DIRECTOR	10.00	Director	$0	$0	$0
MICHAL SOCLOF	DIRECTOR	10.00	Director	$0	$0	$0
PATRICK GOUHIN	CEO & PRESIDENT	52.00	Officer	$194,196	$14,536	$208,732

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$1,273,901	$1,246,524	$381,332	$27,377
2023	$1,011,659	$1,058,446	$633,274	$-46,787
2022	$901,959	$964,278	$637,312	$-62,319
2021	$814,992	$757,556	$475,832	$57,436
2020	$885,146	$869,039	$423,419	$16,107
2019	$1,003,919	$1,041,949	$362,226	$-38,030
2018	$1,023,853	$1,063,269	$393,039	$-39,416